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.
Advice
Research reveals clients do know what they want to ask, after all
As AI is adopted more in financial advice, firms are experimenting with conversational AI to make first contact with clients who are unsure if they need financial advice or who are not yet ready to speak to a person. An Otivo and Borromean report shows that unlike what has been believed, clients do know the questions they want answers to.





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