Four megatrends you need to know about (and how to play them)

A handful of powerful megatrends are driving trillions in investment. Here’s what’s behind them and how investors can gain exposure.

Speakers:

EQT’s Sam Franklin focused on the energy infrastructure needed to power the digital economy.

Munro Partners’ Nick Griffin argued the AI boom is only getting started.

Janus Henderson Investors’ Daniel Sullivan made the case for a new resources supercycle.

VanEck’s Jamie Hannah highlighted a transformation in global defence spending.

TIME CODES

00:15 – Sam Franklin (EQT)– The energy opportunity

02:50 – Energy demand is accelerating

05:05 – Why solar, batteries and gas are winning

07:06 – What EQT looks for in energy investments

11:04 – Nick Griffin (Munro Partners) – AI: The next great platform shift