67: Separating the fads from the long-term trends

We’re promised so many different things that are going to ‘change the world’ – from ever-smarter smartphones to space tourism. And investing for the long term means that each of us in the market are trying to assess what are the most meaningful changes, the impact they might have on our portfolios and where the new investment opportunities might be. But a question we’re so often asked by allocators and advisers is what’s a genuine long-term investment trend, and what’s a flash-in-the-pan investment fad? In this conversation, we put together a method investors can use to differentiate the two and ask our guest experts their thoughts on some very esoteric topics, from vaping and cryptocurrencies to electric vehicles and e-sports. Not to be done all at the same time though. ·         Howie Li, Head of ETFs ·         John Roe, Head of Multi-Asset Funds ·         Mark Chappel, Senior Content Manager We want to hear from you! Email us at [email protected] with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.