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Major trends and thematic investing.

Investing in long-term trends that are changing the way we live and work through our range of thematic solutions.

Major trends refer to significant？

Major trends are powerful forces of change that can alter the trajectory of the global economy by shifting societal priorities, driving innovation, and redefining business models. They not only have a meaningful impact on our lifestyles and spending habits but also significantly influence government policies and corporate strategies.

Understanding major trends in the investment process provides valuable insights. Therefore, these trends influence our investment decisions. 

What is thematic investing？

Thematic investing is a strategy that identifies and isolates powerful themes, allowing investors to gain pure exposure to these themes through undervalued companies with growth potential across regions and industries. At the core of angel investing, thematic investing focuses on shaping the top five trends that will define our future：
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Technological breakthroughs
Technology is driving exponential advancements in the tech sector and beyond. By 2025, the number of connected devices is expected to exceed 75 billion, up from the current 30 billion.1
Rapid urbanisation
Rapid urbanization
The large-scale migration to cities necessitates new business models and infrastructure. By 2050, two-thirds of the world's population is expected to live in urban areas, a figure that is double that of 1950.2
Demographics and social change
Demographics and social change
Longer life expectancy and modern lifestyles will transform medicine and consumption habits. It is estimated that by 2030, the global population aged 60 and above will increase by 45%.3
Climate change and resource scarcity
Climate change and resource scarcity.
The demand for a greener tomorrow will drive new energy sources and energy efficiency. By 2050, it is expected that 50% of the world's energy will come from solar and wind power, up from just 7% in 2015.4
Emerging global wealth
Emerging global wealth
The new empowerment of consumers will expand in Asia and emerging markets. By 2050, it is projected that emerging markets will account for six out of the seven largest economies.5

The convergence of these global megatrends is driving structural transformations across many industries and altering the factors that drive company profitability.

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Thematic investing has made significant progress over the past decade and still has a long way to go. We anticipate a greater focus on sustainability, reporting, data tools, and a deeper understanding of the complexities and opportunities within these themes.

Angel capital's thematic investing
Angel capital aims to leverage active management and index solutions to understand the long-term impact of these megatrends. Our thematic platform can provide insights into investment opportunities aligned with these trends：
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Scale
The breadth of our platform allows investors to find solutions that best match their interests, whether focused on specific themes or investments spanning multiple themes.
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Active index
Our expertise enables us to determine whether a theme is better suited for an index or an active approach to effectively capture investment opportunities.
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Team expertise
Our research capabilities are dedicated to identifying potential future winners across different industries, regions, and investment styles.