Nine Global Phenomena Impacting Your Investment Portfolio
Buch, Englisch, Format (B × H): 155 mm x 235 mm
ISBN: 978-3-032-31601-1
Verlag: Palgrave Macmillan
The future isn’t a mystery—it’s a market opportunity. In a world defined by rapid transformation, anticipating change is no longer optional; it’s a competitive advantage. This book is a strategic guide to the nine global megatrends that will shape the next two decades of economic, technological, and societal evolution in emerging markets and beyond. Grounded in rigorous research and informed by conversations with global leaders, this book offers financial professionals a forward-looking lens on the most relevant investment themes of the coming years. From the electrification of the planet and the rise of autonomous vehicles to the disruptive potential of blockchain, AI, and next-gen healthcare, identifies where capital will flow and why.
Whether you're managing portfolios, advising clients, or allocating capital, this book equips you with the foresight to navigate uncertainty, identify high-potential sectors, and lead with confidence in a rapidly changing world.
Patricio M. Danziger is an economist and MBA from the Booth School of Business at the University of Chicago. He currently runs his own investment firm Eternal Capital Group and holds regular meetings with leaders from around the world, including former presidents, ministers, CEOs, and owners of companies from various industries. He has twenty years of experience as a top-tier investor, during which he won several international awards, including best performing fund in the world in 2021 in its category. He was a partner and member of the investment committee for emerging market strategies at Redwheel, which was among the top three funds in terms of growth in the world in that category between 2015 and 2022. Patricio was also head of global thematic research at the investment company emerging markets team at Redwheel. Previously, he was Managing Director at Everest Capital, where he served as a portfolio manager. Under Patricio’s leadership, both Redwheel and Everest Capital invested billions of dollars in emerging markets.
Maximiliano Figueroa has over 20 years of experience in finance, spanning consulting, investment banking, and asset management. He focuses on thematic research, analyzing how long-term forces such as technological change, demographics, and capital flows translate into investment opportunities. In parallel, he is an opera singer and speaker on cultural and philosophical themes .
Zielgruppe
Professional/practitioner
Fachgebiete
- Interdisziplinäres Wissenschaften Wissenschaften Interdisziplinär Futurologie (Interdisziplinär)
- Wirtschaftswissenschaften Finanzsektor & Finanzdienstleistungen Finanzsektor & Finanzdienstleistungen: Allgemeines
- Wirtschaftswissenschaften Volkswirtschaftslehre Internationale Wirtschaft Entwicklungsökonomie & Emerging Markets
- Wirtschaftswissenschaften Finanzsektor & Finanzdienstleistungen Anlagen & Wertpapiere
Weitere Infos & Material
Part I. A New World.- The Reinvention of the Wheel: Autonomous and Electric Vehicles.- Materials of the Future.- The Energies that Move the World.- Part II. Crossing Lives.- The Future Has Arrived: Artificial Intelligence and Automation.- Blockchain, the Future of the Internet (and Money).- The Possible Universes of the Metaverse.- Cybersecurity: How Much Will Our Data Be Worth?.- Part III. Sapiens 3.0.- The Quest for the Holy Grail, or the Health Revolution.- The New Consumer.- Index.
