To find above-average long-term returns in todays markets, investors should pursue active allocation strategies that can capitalize on the key social, demographic and technological megatrends that are shaping the world.
OFI Global Asset Managements research team has identified four structural themes that are expected to drive the global investment climate for the next decade or longer:
Mass affluence the rise of a middle class with discretionary income to purchase a wide range of consumer products and services.
Aging a demographic trend that will increase demand for healthcare and lifestyle services.
New technology - a key driver of personal and business productivity in both developed and emerging markets.
Restructuring - major shifts in industries as well as company-specific changes that may help create new investment opportunities.
In this Institutional Investor eBook, OFI Globals George Evans--director of equities and manager of International Growth Strategyexplains how and why these megatrends will influence equities in developed and emerging markets, and how investors should respond with actively managed investment strategies.