News & Insights

Investors who bought internet stocks at the peak of the dot-com boom were right about the future.

E-commerce, cloud computing and digital advertising went on to reshape the economy. But many of those investors lost money because they paid prices that assumed years of outsized profits before those gains actually arrived.

The distinction is newly relevant as investors consider a slew of emerging megatrends like artificial intelligence, electrification, defence spending, and supply chain realignment.

When assessing opportunities, Theresa Shutt, chief investment officer at Harbourfront Wealth Management in Toronto, begins with a basic test. “Is this trend or megatrend being pulled forward by structural forces, or is it really pushed forward by sentiment and momentum?”

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Read the article on the Globe and Mail website: How investors can separate real megatrends from market hype – The Globe and Mail