Paradigm Shift

Structural changes such as digitalisation, climate change or de-globalisation are changing the investment world. New markets and companies are displacing incumbents. Auto companies are challenged by social media companies, retail banks by fintechs and oil by eco-energy companies. The new growth opportunities attrack new investors and the wikifolio Paradigm Shift should be one of them. Based on the analysis of qualitative factors (for example, analysis of structural growth drivers, cash flow and management track record) Paradigm Shift should primarily invest in European equities with a short-term investment horizon.