Megatrends The forces shaping our future

A research study looking at structural shifts in the global economy and how they affect our investment thinking.

A confluence of global megatrends is prompting structural shifts in many industries and changing the drivers of corporate earnings. Most major economies are undergoing powerful shifts in their demographic profiles, while resource scarcity and climate change are coming under greater scrutiny. Rapid urbanisation is pulling in significant investments and changing consumer behaviour, especially in high-growth emerging economies. At the same time, the increasing ubiquity of technology is redefining business models in a host of industries and unleashing widespread disruption. These forces, which we call megatrends, are giving rise to a new set of powerful investment themes.

Lees verder >>