Megatrend Investing with Jeff Spiegel | Episode 5

Complete Wealth Management With Dave Alison

The modern world is changing at the speed of innovation, transforming the way we live and work.
We see this change, and the pull of the future, through megatrends – powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models.
In this episode, Dave Alison is joined by Jeff Spiegel, US Head of iShares Megatrend ETFs at BlackRock and they discuss megatrend investing.
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https://alisonwealth.com
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https://prosperitycapitaladvisors.com/advisor-search
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Luvut

1. Introduction to Jeff Spiegel (00:01:24)

2. What is a Megatrend & what are some of the Megatrends today? (00:03:00)

3. What have some historical Megatrends been? (00:06:03)

4. What is theme beta when investing in Megatrends? (00:08:31)

5. How does Megatrend investing differ from investing in big tech today? (00:10:26)

6. How does iShares select the stocks to own in their Megatrend funds? (00:13:52)

7. What are some of the core Megatrend funds iShares offers? (00:18:55)

8. How many stocks are typically held in each fund? (00:20:47)

9. How does cryptocurrency fit into Megatrend investing? (00:22:13)