This is a simple article that answers the question “what are the most promising investment themes over the next 5-10 years? “
For me, the answer is this – invest in companies in the following areas and you should do well in the long run.
Its a simple list in no particular order:
- AI (Artificial Intelligence)
- Blockchain Infrastructure (not tokens, but underlying infrastructure and service providers)
- Marijuana related companies
- Real Estate Technology
Anyone who’s been following the markets for the last few years will likely not be surprised be the list above. But here’s a bonus:
Invest in Asia. China and India in particular. Regardless of trade fights and other distractions, the long term trend is clear – China and India are going to increase their GDP substantially over the next 30 years and there is no looking back. Weakness in their markets are a buying opportunity – end of story.