Investing in the transitions changing our world
Update: 2025-10-07
Description
We are in a time of great global change where powerful megatrends are reshaping our society and the global economy.
Jens Peers, CIO of Mirova US and portfolio manager of the Mirova Global Sustainable Equity Strategy, believes that investing in these secular megatrends, or transitions, could be a powerful driver of investment returns over the long term. Those four key transitions being: demographic, technological, environmental and governance.
Listen to the full podcast in which Jens joins Louise Watson to delve into the dynamic landscape of investment opportunities emerging from these global transitions:
- How he is playing the AI theme as its adoption continues apace
- How the tech bubble of the early 2000’s compares with today
- Opportunities, and risks, in the energy transition
- The generational divide in consumer needs and preferences
- The rise of the middle class in emerging markets
- Geopolitical trends, and one policy on which Jens agrees with Trump
- The one long-term theme that isn’t yet in the portfolio which he finds most exciting
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