Investing

2019 Investment Themes

  • Last Updated:
  • Jan 12th, 2019 12:44 pm
[OP]
Deal Expert
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Apr 21, 2004
50604 posts
15407 upvotes

2019 Investment Themes

I'm a little biased and my conviction is to invest in hopefully undervalued, under the radar companies (perhaps currently off limits to buy only funds because of financial ratios) that will likely take off with the electric vehicle revolution.

Just wondering what themes may play out this year besides the all too common but likely true "close to the end of the economic growth cycle" favoring defensive and companies forever growing cash flow.


https://www.forbes.com/sites/randywarre ... 5ff8127508
2019 will probably be the year of Cannabis.
Five-G, or 5G telecommunications.
The Sharing Economy.

https://www.credit-suisse.com/microsite ... -2019.html
Theme 1: Interest rate normalization
Theme 2: Regional economic divergence
Theme 3: New geopolitical regimes

https://wealthmanagement.bnpparibas/en/ ... -2019.html
Out of the 10 themes, I find the following most interesting:
Nearly The End Of The Stock Market Cycle: Favouring Solid Companies
Tomorrow’s Security: Modernising Protection & Cyber Security And Using The Blockchain
Industry 4.0: Betting On The Winners Of The Current Revolution
1 reply
Deal Addict
Feb 4, 2015
4556 posts
1421 upvotes
Canada, Eh!!
Not sure if really a theme... companies that either protect privacy/info online or those that have been shown to not take advantage/sell personal info they have.

The latter might be hard to confirm as all is right until hear of an issue. Perhaps AAPL/CRM vs GOOGL/FB... not best examples but just woke up after getting to bed late!!

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