Investing in Cultural Evolutions

Published on
March 12th, 2020
Duration
49 minutes


Investing in Cultural Evolutions

Investment Ideas ·
Featuring Konstantin Boehmer

Published on: March 12th, 2020 • Duration: 49 minutes

Konstantin Boehmer, portfolio manager of global fixed income at Mackenzie Investments, joins Ed Harrison to present his long-term macro thesis, based on emerging trends in ESG investing. Boehmer explains that his investment thesis is not about the ESG movement within the investment industry specifically, but rather it is about generational changes and lifestyle choices people are already making. Identifying patterns in business and technology cycles over the last 250 to 300 years, he argues that mankind is on the brink of another technological golden age. Along with the evolution in technology adoption he predicts, he also foresees cultural changes that will lead to actionable investment opportunities based on new priorities in how people choose to live their lives. Filmed on February 13, 2020 in Toronto.

Comments

Transcript

  • JL
    Jeffrey L.
    6 October 2020 @ 16:46
    He adds to his positions if he gets new information confirming his views. Definition of confirmation bias.
  • JL
    Jeffrey L.
    6 October 2020 @ 16:41
    Key is the definition of "productive" capital. Who defines? How? This is the terrorist vs freedom fighter problem.
  • rw
    richard w.
    21 May 2020 @ 00:58
    Interesting philosophical viewpoint . Basically Germany has given up on religion and is seeking meaning . I am German but please keep us disarmed we have a propensity to think we are superior.
    • sc
      sung c.
      12 June 2020 @ 02:17
      Those who believe they are superior and in fact inferior.
  • JC
    Jason C.
    21 March 2020 @ 18:35
    I can't quite put my finger on what I think is wrong about this. It just seems backward-looking mistaking itself for forward-looking.
  • DN
    D N.
    20 March 2020 @ 16:59
    Is this basically taken from carlota perez's work?
  • PG
    Philippe G.
    13 March 2020 @ 13:34
    Interesting and relevant topic!
  • SM
    Stephane M.
    13 March 2020 @ 02:30
    Eat Some Green The new religion!
  • RK
    Robert K.
    12 March 2020 @ 23:20
    GTAA Portable Alpha Fundamental Indexing Factor Investing Smart Beta ESG Guys, let's cut the crap. These are all marketing narratives to keep investors entertained and flows coming at ya. Who gives a damn.
  • JF
    John F.
    12 March 2020 @ 09:58
    "The more you have, the higher your status - that lifestyle was created in the US" Uh - no. Louis XIV, the Sun King wasn't American.
  • AT
    Andre T.
    12 March 2020 @ 04:59
    Correction Needed: Konstantin is at Mackenzie Investments NOT McKinsey.
    • ag
      amin g.
      12 March 2020 @ 08:24
      ah thanks . I was gonna skip it when i thought its that death star