Document summary
This report explores the 'megatrends' that will change people lives in coming years, from both a risk and opportunity perspectives, including education, energy efficiency, extreme weather and climate change, health, wellness and obesity, safety and security, waste and water. In this report, a number of commonly used thematic investing factor screens are used across global markets. By linking these longer-term themes to phases of the economic cycle, the aim is to identify which themes and stocks screen as attractive and unattractive, and are likely to outperform or underperform given the current macro environment.