Megatrends 360 - Digital and Real Infrastructure to Support Growing Cities
Cities across the globe are in need of both digital and real infrastructure replacement and innovation.
Long-term views on the investment implications of global megatrends.
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Cities across the globe are in need of both digital and real infrastructure replacement and innovation.
As markets are becoming more concentrated and driven by network effects, investors need to have a framework to identify rising superstar firms.
Emerging markets provide the ideal environments for new technologies and their adaptation.
References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. The securities referenced may or may not be held in the portfolio at the time of publication and, if such securities are held, no representation is being made that such securities will continue to be held.