A recent report from Tema ETFs, a leader in active exchange-traded funds (ETFs), offers a window into six emerging long-term megatrends. Its analysis provides a detailed account of evolving sectors, technologies and potential investment opportunities in the future. Below are the details of the six long-term structural trends identified in its report.
Trend 1: Luxury Brand Market Evolution
According to Tema, the luxury market is evolving. LVMH’s journey from a bankrupt textile conglomerate to a luxury empire under Bernard Arnault’s leadership exemplifies this transformation. The strategy of acquiring and nurturing diverse luxury brands like Dior, Pucci and Fendi has been key to its success as one of the biggest companies in all of Europe.
The company’s approach has helped reshape the luxury landscape, as seen in the U.S. with the formation of a $12 billion conglomerate through the merger of Tapestry Inc. (NYSE: TPR) and Capri Holdings Ltd (NYSE: CPRI). This merger represents a strategic move to modernize and create a more aspirational luxury identity, encompassing iconic brands like Coach and Versace. Ultimately, this trend suggests that future investments in luxury brands will likely focus on conglomerates that successfully manage brand integrity while expanding globally.
Trend 2: Oncology Market Innovation
The second field Tema sees an emerging trend in is medical innovation in oncology. Merck & Company, Inc.’s (NYSE: MRK) Keytruda and its role as a leading drug in immuno-oncology set a high benchmark, but the focus has now shifted to enhancing the immune system’s ability to combat cancer with cutting-edge studies on TIGIT and LAG3 antibodies.
These developments are poised to revolutionize cancer treatment by potentially extending the effectiveness of existing drugs like Keytruda and uncovering new therapeutic pathways. The advancements in immuno-oncology highlight a broader trend: a move toward more personalized and targeted cancer treatments, which could redefine how oncology is approached in the coming years. This shift is also expected to attract renewed investor interest, opening new avenues in cancer therapy research and development.
Trend 3: Royalties
The third trend is royalty financing, which Tema believes is emerging as a robust alternative investment stream across a…
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