As the new year dawns, a common theme emerges for many individuals: resolutions centered around health and wealth. For investors, this means shaping not just their diets but also their portfolios for a prosperous 2025. This sentiment was at the heart of a recent conversation on the Upside & Impact: Investing for Change podcast, hosted by Elysabeth Alfano, CEO of VegTech Invest. Joining her was Marguerita Cheng, CEO of Blue Ocean Global Wealth, who shared valuable insights into aligning personal values with investment strategies.
The Time to Invest Is Always Now
For those hesitant to take the plunge into investing, Cheng offered a simple but profound reminder: there is no "perfect" time to invest. "The best time to start is today," she emphasized. Incremental investments, rather than all-or-nothing strategies, allow investors to steadily build wealth while mitigating risk. The key, Cheng advised, is to remain engaged and enthusiastic about the opportunities at hand.
Emerging Investment Opportunities for 2025
Cheng highlighted several sectors poised for growth, each reflecting broader societal and economic trends. Among the standout areas:
1. Sustainable Food Innovation
As consumer preferences shift toward sustainability and health, diversified protein products are gaining momentum. Companies innovating in this space are addressing the global demand for healthier food options and more sustainable supply chains. This aligns directly with VegTech Invest's mission to support innovation that prioritizes people, the planet, and profitability.
2. Life Sciences and Biotech
Advances in biotechnology and life sciences are unlocking breakthroughs in healthcare, from precision medicine and precision proteins to novel treatments. Maryland's and Chicago’s biotech hubs, in addition to California, are a microcosm of the sector's potential, building off of the Biden Administration’s Distributed BioIndustrial Manufacturing Program (DBIMP).
3. Cybersecurity
In an increasingly digital world, the need for robust cybersecurity has never been more critical. As Cheng noted, no CEO ever decides to "cut back" on cybersecurity, underscoring the sector's resilience and essential nature.
4. Infrastructure
Beyond traditional projects like roads and bridges, infrastructure encompasses critical areas such as water and food systems and transportation. Investments in these projects are essential for supporting population growth and adapting to climate change. B2B investments can be more resilient than consumer-end products as mass adoption of new technologies invigorate more efficient supply chains.
Passion-Driven Investing
The thread tying these opportunities together is the importance of passion and alignment with personal priorities and interests. Cheng explained that investors are more likely to stay the course when their portfolios reflect their values. Whether it's a commitment to environmental sustainability through sustainable food innovation or the pursuit of cutting-edge technology, purpose-driven investments can lead to both financial and emotional returns.
Cheng explains this further in a clip from the interview here: https://www.youtube.com/watch?v=V6ebC2GDL1w
Building a Resilient 2025 Portfolio
At VegTech Invest, we don’t believe investing needs to be concessionary. As we enter the fourth industrial revolution, we see that entire sectors are developing and transforming. AI, healthcare, food, energy, and transportation systems shifts mean incredible opportunities for investors to both positively impact society while participating in high-potential growth returns. Values investing can also be smart and opportunistic investing. By exploring opportunities in sectors like food innovation, biotech, and infrastructure, investors can contribute to a more sustainable and equitable world while also building their financial future.
As we embrace 2025, consider how your portfolio can reflect your resolutions. A healthier plate and a stronger portfolio may just be the perfect combination for a prosperous new year.
Watch the full video interview here.