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Unstoppable trends are major, multi-year phenomena that have the potential to transform the world around us, and which have far-reaching implications for your portfolio.
The rise of Asia looks at the steady shift in global economic power towards Asia’s emerging economies, driven increasingly by its expanding middle class.
Increasing longevity addresses how the aging of the world’s population might impact future growth and consumption patterns.
Digital disruption explores how digital innovation is revolutionizing companies and industries, shaking up long-established ways of doing business.
We believe these long-term forces can persist throughout economic cycles, such that having portfolio exposure to them may provide resilient growth potential.