Best Research Ideas

Mega Trends and Themes – Portfolio Update 1H22

A review of the thematic portfolios from the Jefferies Mega Trends report published in 2020 indicates a reversal in performance with growth- / tech-based themes giving back much of the gains from the last 5 years and value stocks starting to work towards the end of the period. Investors should look to Automation, Cybersecurity and The Future of Mobility to deliver over the next 12 months.

Simon Powell, Global Head of Thematic Research