Long-term secular trends provide a strong tailwind to investment returns and so identifying one correctly – as we have seen with Scottish Mortgage, which was an early adopter of the view that technology and particularly data would revolutionise all manner of industries – can lead to spectacular returns.
One of the most talked about themes in recent years, a clear beneficiary of which has been Tesla’s share price, is the potential for a global shift toward electrification. However, far from being a ‘one stock’ story, we believe that there are widespread implications across many sectors, and in this research we identify a range of different ways to play the theme.
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