Secular trends

Businesses are strongly effected by secular trends, at least over the long-term. In this paper I list and briefly sketch out some of the secular trends I believe are currently shaping the world, society and the economy, and my views on how it should effect one’s investment strategy. The listed trends include the global decline in serious military conflict, the Digital Revolution, the rise of the Winner Take All –economy, the accelerating pace of Creative Destruction, and the Green Revolution, all of which I believe the long-term investor should keep in mind when making decisions.