The adviser’s guide to investment megatrends

Megatrends are broadly considered to be the structural shifts that will shape investment markets and drive returns for the next decade, at least.

Fads, on the other hand, are characterised by large, short-term bursts of outperformance, followed by steep, rapid declines.

Problematically, for the first year or two, a short-term fad and a megatrend can look identical, which is why Professional Planner, in partnership with Global X, has put together this guide to help advisers discern between the two and learn more about the trends and themes that are expected to drive growth in portfolios for many years to come.

We hope you find this guide educational, insightful and useful.

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Lifespan’s strong growth sparks significant investment in marketing, brand and technology

Lifespan’s strong growth sparks significant investment in marketing, brand and technology

Lifespan Financial Planning has experienced a growth spurt in the last five years which sparked a change in the company's logo and website. With $17 billion under advice, chief executive Eugene Ardino talks about opportunities and challenges for the firm.

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