Investing in the trends an evolving economy has to offer
Companies are increasingly global and multi-sector in their approach, but many investors’ approach 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.
Ageing and lifestyle
The global share of people aged 60+ will increase by 42% from 2018 to 2030, 5 times faster than the under 60s1.
Only 18% of global retail sales are transacted online, with COVID-19 likely to further accelerate the shift from offline to online2.
The global robotics market is expected to grow around 10-15% a year until 20253.
It is estimated that annual investments in renewable energy will need to triple to $800bn by 2050 to fulfil key global decarbonisation and climate goals4.
A major wealth shift is set to occur over the net decade, as around 3bn people are expected to move from poverty into the middle class5.
Evolving Trends offers investors a single point of access to high-quality companies benefiting from one or more of the five major growth themes within the evolving economy. While these structural themes are not new, we believe we are still in the relatively early stages of accessing their investment potential.
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Our strategy aims to capture the long-term growth potential of the five Evolving Economy themes.View funds
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.