Investing in the trends an evolving economy has to offer
Companies are increasingly global and multi-sector in their approach, but many investors’ approaches to equities has remained the same. This means that investors could be missing out on potentially higher equity returns by continuing to base their equity allocation solely on traditional geographic or sector approaches.
We believe that the trends captured by the evolving economy give investors access to the best opportunities for long-term structural growth, by identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classification.
The evolving economy trends shaping the pace of change are:
- Connected Consumer: Digitalisation empowers consumers like never before with 24-hour, mobile access to a vast choice of products - companies must evolve to remain competitive.
- Ageing and Lifestyle: Ageing population trends are creating opportunities for long-term growth investors due to growing demand for healthcare, leisure, wellness, housing and more.
- Automation: More industries can now use robotics offering greater sophistication, precision for repetitive or hazardous tasks, and may provide affordable labour solutions.
- Transitioning Societies: A rapidly growing global middle class is likely to create growth opportunities as goods and infrastructure demand shifts from the basic to the aspirational.
What is the Evolving Economy?
Discover the five themes that we believe will shape the way companies operate in future.Find out more
To help people invest in the companies that are embracing these changes, we have adapted our internal research capabilities to incorporate the five main trends that we believe represent the future for long-term fundamental growth investing.
No assurance can be given that the Evolving Trends strategy will be successful. Investors can lose some or all of their capital invested. The Evolving Trends strategy is subject to risks including counterparty risk, geopolitical risk and the impact of any techniques such as derivatives.