What are Transitioning Societies?
The ongoing growth of the global middle class is a historical shift and more than one billion will enter Global Middle Class by 2030 from Asia. 1
This significant demographic shift is likely to bring a consumption boom in the developing world, as consumption patterns likely move from fulfilling basic needs to more aspirational purchases.
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What do Transitioning Societies mean for investors?
This demographic growth is mirrored by potential opportunities for investment growth. Equity investors can look to companies serving the changing consumption patterns of societies across frontier, emerging and developed markets – from healthcare companies providing access to medicines, to infrastructure projects connecting people and societies.
To help people invest in the companies that are embracing these changes, we have adapted our internal research capabilities to incorporate the five main trends that we believe represent the future for long-term fundamental growth investing.
Connected consumer
Digitalisation empowers consumers like never before with 24 hour, mobile access to a vast choice of products - companies must evolve to remain competitive.
Ageing and lifestyle
Ageing population trends are creating opportunities for long-term growth investors due to growing demand for healthcare, leisure, wellness, housing and more.
Automation
More industries can now use robotics offering greater sophistication, precision for repetitive or hazardous tasks, and may provide affordable labour solutions.
Evolving Trends
Discover a single point of access to the five major long-term growth themes we have identified in the entire evolving economy.
Risks
No assurance can be given our strategies will be successful. Investors can lose some or all of their capital invested.
Disclaimer
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