saying the transformational shift could take decades to realize. "This is a 10- to 20-year theme. It's gonna affect everybody in how they conduct their lives, how they do their business," Cohen ...

A few obvious lessons stand out for investors who are now searching for the big investment themes of the 2020s. One is that big, multi-year bull markets tend to centre around positive ideas ...

"The market is already rewarding the beneficiaries of this capital reallocation, but we expect years, if not decades, of further performance from this critical investment theme," RBA president ...