GLOBAL THEMES

Just as trends shape our lives, they shape our investments too. In this section we look at some of the larger forces which are shaping the way we live, the way we spend and what we care about. These global themes are echoed in out investment portfolio and researched here.

MEGATRENDS

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    The forces shaping our future
    A confluence of global megatrends is prompting structural shifts in many industries and changing the drivers of corporate earnings. This is a research study looking at structural shifts in the global economy and how they affect our investment thinking.

SUSTAINABLE INVESTING

FIXED INTEREST INVESTING