What industries are the value investments over the next 10-15 years?

AstonMartin

As the title says, when the global economy recovers what will be the industries of the future that will provide SECURE gains in the following 10-15 years?

Renewable energy and pharmateuticals is the current buzz but those investments can be a bit heavy on the speculative side.

The automotive industry is an obvious example in that when the economy recovers people will buy new cars more frequently and the share prices have dropped enough that there is potentially a good upside with minimal risk over a decade.

eventually the banking sector will settle enough to pick up a few shares.

forestry, especially hardwoods, will be a good investment.

what industries are you researching as a long term investment?

greenfingers89

cant really agree that hardwoods would be a good 10-15 year investment...maybe 50-100 years

if your looking at forestry over this relatively short timescale id say buy a conifer (probably spruce) forest at least 10-15 years old, possibly in scotland as this will be much sought after by irish markets due to the planting programme in this country being well behind targets

MasterSun

mining and agriculture

neris

uk commerical property in the long term, when economies start to pick up the likes of retail, automotives and possibly builders (outside ireland)

FISMA

AstonMartin,
Agriculture is probably a good bet, as someone mentioned.

I like Gold over the next few years.

Have a look at some food stocks. I believe we are coming to the end of cheap food. Oil companies will be buying fields to grow crops for fuel and the lifting of large numbers of people out of poverty in emerging economies will cause increased competition for food. Thus, again, the agri play seems good.

I think copper is a good buy as well, for the medium term. Things are going to turn around and when they do, the copper is going to move.

neris

FISMA wrote: »

AstonMartin,
Agriculture is probably a good bet, as someone mentioned.

I like Gold over the next few years.

Was an artice on Bloomberg the other day that Russia are pumping money into upgrading ports with a long term view to start exporting grains. Up to now Russia has been a major importer of grains and other agris so their probably looking at a long term increase in Asian demand.

Raskolnikov

AstonMartin wrote: »

As the title says, when the global economy recovers what will be the industries of the future that will provide SECURE gains in the following 10-15 years?

Renewable energy and pharmateuticals is the current buzz but those investments can be a bit heavy on the speculative side.

The automotive industry is an obvious example in that when the economy recovers people will buy new cars more frequently and the share prices have dropped enough that there is potentially a good upside with minimal risk over a decade.

eventually the banking sector will settle enough to pick up a few shares.

forestry, especially hardwoods, will be a good investment.

what industries are you researching as a long term investment?

Renewable energy has been a disaster for investors. In my opinion, it's best to avoid the sector because there are hundreds of players, but in years to come, there will only be a handful of winners. Unless you're an expert in the area, it's impossible to know the winners from the losers. The same thing applies to pharma - tons of speculative rubbish out there.

Blisterman

Insulation companies might be worth looking in to. Unlike renewables, it's a well established industry with a few key players.

Building regulations are constantly being updated to have more stringent environmental credentials. And the most cost effective method of increasing a building's environmental performance is to increase the amount of insulation.

So definitely going to see growth in that industry.

Gurgle

Raskolnikov wrote: »

it's best to avoid the sector because there are hundreds of players, but in years to come, there will only be a handful of winners. Unless you're an expert in the area, it's impossible to know the winners from the losers.

^^ What he said, energy is a bandwagon that already has too many investors on it. Unless you've got something new to bring to the party, don't bother showing up.

hmmm

Water, but it's hard to find value at the moment.

I can see personal 3D printing becoming huge. I wish I knew how to invest in this.

We're on the verge of a massive change to personalised medicines and treatments. I used to be invested in Genentech, unfortunately no longer.

The Baby boomers are growing older. Nursing, healthcare in general should see an explosion. Aging countries are going to realise some day that immigrants are a valuable commodity, I wouldn't be investing in countries that don't recognise this.

Grecco

10 to 15 years......

Property plain and simple. By that time we should be back onto another boom and bust cycle. And the same old tactics apply :- Buy low and its Location,Location,Location
Just remember to don`t try to call the top of the market next time.

RATM

10 to 15 years......

Property plain and simple. By that time we should be back onto another boom and bust cycle. And the same old tactics apply :- Buy low and its Location,Location,Location
Just remember to don`t try to call the top of the market next time.

Or we could be stagnating like Japan has for the last 20 years. Property probably isn't all that far from bottoming out but when it does it won't be going on any boom cycles for a while yet. 300,000 empty units and another 200,000+ due for foreclosure will see to that.

Warren Buffet did say earlier this year that land with access rights to fresh water would become very valuable in the future. Though I get his reasoning I think that if water becomes so scarce then the technology in desalination will progress to a commercial scale.

mickman

water

RATM

I should have also mentioned investing in pharma companies who supply diabetes medicines. There is an epidemic on the way according to the many in the medical profession

narommy

hmmm wrote: »

I can see personal 3D printing becoming huge. I wish I knew how to invest in this.

Thanks for reminding me about this. Reads article few months ago and was impressed.

Anyways have looked up this evening (Link-read comments)and seems that there are few companies
3DSystems (333)
Stratasys, Inc (SSYS) (available on marketspreads
Arcam (Swedish Company)

betonit

oil, timber, food processing/distribution.

psychward

arms manufacturers or some play on military technology. I see the world becoming a more paranoid place as the competition for resources increases.