The continuous growth of the middle class worldwide is "the strongest change in 150 years."
What are Transitioning Societies?
The ongoing growth of the global middle class is “a historical shift not seen for 150 years.” 1 And almost 90% of the next billion entrants into the middle class will be in Asia.2 This significant demographic shift is likely to bring a consumption boom in the developing world, as consumption patterns move from fulfilling basic needs to more aspirational purchases.
What do Transitioning Societies mean for investors?
This demographic growth is mirrored by 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.
1 UN 2013
2 Brookings institute 2017
Genetics: An exciting and investable theme
Depending on how long ago you last attended a biology lesson, messenger RNA (‘mRNA’) was probably not a term many of us would have been particularly familiar with a couple of years ago.
Clean winner: the global transition to carbon neutrality represents a huge opportunity for growth
As governments around the world ramp up investment in green energy, the demand for clean technologies is set to increase
The expanding middle class: why global affluence is a developing trend
Despite Covid-19 sending 100 million back into poverty, society is getting wealthier over the long term
Forecast to grow 10-15% annually until 2025, the robotics industry is rapidly changing how we live and work
Just 9% of retail transaction are made online today, which will likely grow as smartphone adoption rises globally
Ageing and Lifestyle
The number of over-60s is likely to grow more than 5 time faster than the under-60 population until 2030*
Huge demographic and environmental changes are forecast to make CleanTech a $1.3 trillion market by 2020