Why thematic Evolving Consumption
The way we consume is changing.
As global thematic investors, we look for the long-term trends that will shape the investment landscape for years to come. Consumer behaviour and income growth are by no means new considerations, but they remain vital to identifying long-term trends and the companies best positioned to benefit.
As standards of living in emerging markets converge with those in developed markets, we will see an increased focus on health, wellness, experiences and travel. Giles Money, Global Equity Analyst and Portfolio Manager, discusses how these shifts are creating long-term investment opportunities.
Why we're positive on the experience economy
By 2030, over two thirds of the global population are expected to be middle class, with most of this growth coming from emerging markets, underpinned by female income growth and new generations entering the workforce. Brook Harris, Global Equity Junior Analyst, explains how by understanding these influential consumers, we can start to identify the sectors and companies likely to provide goods and services that are most desired over the decades to come.Read more
Investing for the Long term
Now more than ever, we believe that investing in long-term trends that have the power to improve society will play the most significant role in shaping our futures. Our five investment megatrends capture where we think the world is heading over the next 20-30 years.