By Andrey Dashkov, analyst, Casey Research

Andrey Dashkov

How do new industries start?

Through visionaries seeing a trend or problem to be solved…

Creating a company… and being well-connected or lucky enough to secure funding…

And things growing from there.

What if I told you that something new is being set in motion right now?

Something that’s attracting trillions of dollars of investment… and can create immense wealth for early investors?

In a moment, I’ll tell you about a whole new trend that needs to be part of your portfolio.

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At the Dispatch, we have two goals:

  1. To introduce you to the most important investing themes of the day, and

  2. To show you how to profit from them.

We do this by showcasing ideas from our in-house investing experts, Dave Forest and John Pangere. And from the founder of our business, Doug Casey.

What a Trillion Bucks Can Do

Imagine the wealth that the internet created… from the smallest e-commerce store… to Apple… to Tesla…

It’s no exaggeration to say it changed the way the world works.

But the internet and all the wealth that it created didn’t come out of nowhere.

People put money into young companies, helping them grow and build transformative products.

Do you know how much venture capital was put into young companies in the U.S. between 1995 and 2020?

In total, about $1.3 trillion.

This was enough to create most of the household names like Tesla, Microsoft, and Alphabet (Google’s parent company).

This investment paid off massively…

For early investors, it also generated some impressive gains.

Apple was a start-up back in 1976… and now it’s a trillion-dollar company.

Imagine that you invested in Apple when it started trading on December 12, 1980, at a split-adjusted price of $0.10. As of writing, it closed at $161.02.

That’s 160,920% higher.

What Happens When You Invest $130 Trillion?

$1.3 trillion was enough to provide the U.S. economy with many companies in various industries…

But what do you think could happen if hundreds of the world’s leading financial institutions pledged $130 trillion to one thing?

That’s exactly what happened earlier this year.

Over 450 firms across 45 countries said they would pledge $130 trillion toward reaching a net-zero greenhouse gas emissions goal.

This pledge is part of the massive ESG trend… As a reminder, ESG stands for “environmental, social, and governance” investing.

These principles guide the way companies are managed in this century.

And with over $130 trillion in pledged assets… you better believe that there will be new Apples, new Teslas, new Microsofts, and other household names born out of this capital.

You can’t spend this much money without creating something outstanding.

But the gains won’t be for everybody…

You might not know this… but Apple had a third co-founder, Ronald Wayne.

He didn’t last at Apple. After just 12 days working with Steve Jobs and Steve Wozniak, he sold his 10% stake for $800.

Today, a 10% stake in Apple is worth $264 billion. Had Wayne held on to his stake, he would be the world’s richest man.

The ESG trend will have its Apples… and its Waynes…

My advice: don’t be a Ronald Wayne. Keep an eye on this growing industry that’s capturing massive money flows. Dedicating even a small portion of your portfolio to this growing trend is a smart speculation.

If you’d like to get broad exposure to what I consider the biggest trend of this century, consider the iShares MSCI USA ESG Select ETF (SUSA). It holds a portfolio of stocks with “leading environmental, social, and governance practices.”

Good investing,

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Andrey Dashkov
Analyst, Casey Research