Eight key themes for long-term investment

It often pays to ignore short-term volatility and focus on the big investment themes. Martin Spring looks at eight important global trends, plus the stocks and sectors most likely to benefit.

One of the things you'll notice about some of the world's most successful investors is that they identify long-term areas of opportunity and buy into them long before they become fashionable, or even rate a mention in the financial press. They then stick with their holdings, even if they go through really bad patches.

There's even a handful of funds that specialize in investing in the long-term themes that they believe in. The best-known is probably the P&C Global Thematic Investors Fund run by Iain Little and Bruce Albrecht, whose balanced accounts achieved annualized dollar returns averaging nearly 21 per cent in recent years.

Subscribe to MoneyWeek

Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE

Get 6 issues free
https://cdn.mos.cms.futurecdn.net/flexiimages/mw70aro6gl1676370748.jpg

Sign up to Money Morning

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Sign up
MoneyWeek

MoneyWeek is written by a team of experienced and award-winning journalists, plus expert columnists. As well as daily digital news and features, MoneyWeek also publishes a weekly magazine, covering investing and personal finance. From share tips, pensions, gold to practical investment tips - we provide a round-up to help you make money and keep it.