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Investment Themes For The Next 5 Years

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
  • Healthcare
  • Real Estate Technology
  • Robotics

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.

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