Transitioning Societies

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

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The five themes driving growth within the Evolving Economy

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Automation

Forecast to grow 10-15% annually until 2025, the robotics industry is rapidly changing how we live and work

Connected Consumer

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*

Clean Tech

Huge demographic and environmental changes are forecast to make CleanTech a $1.3 trillion market by 2020

What is the Evolving Economy?

The Evolving Economy is all about identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classifications.
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