48:21

EssentialInvestment Ideas

Investing in Cultural Evolutions

Featuring Konstantin Boehmer

Mar 12, 2020 • 48 minutes

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Essential

Investment Ideas

Investing in Cultural Evolutions

Konstantin Boehmer joins Ed Harrison to present his long-term macro thesis, based on emerging trends in ESG investing.

Featuring Konstantin Boehmer

Mar 12, 2020 • 48 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. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

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In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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