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IBM Could Be A Hot Stock Amid Global Warming

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Rupert Hargreaves
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Looking ahead over the next two to five years, analysts at Bank of America Merrill Lynch see 22 investment themes that will shape the landscape as technology transforms the world.

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Jplenio / Pixabay

These ideas form part of the bank’s Transforming World series, a series devoted to uncovering thematic themes for looking at the world over the next five years. This is the best approach in the eyes of the analysts because secular trends are transforming the world at an unprecedented pace and focusing on long-term megatrends, i.e thematic investing, is critical to identifying winners and losers during this extended period of change.

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Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha