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Digitalisation and long term trends
Lead Portfolio Manager, World Brands
Portfolio Manager
Head of Trends Investing
On-demand webinars
How to invest in this changing world: digitalisation and long term trends.
In this webinar, our Global equity team gave an update on a series of trends including digitalisation, changing consumer, and healthcare trends.
All of these represent powerful transformative forces which, given their scale and scope, will inevitably influence the global population, companies, investors and boardrooms.
Watch our on-demand webinars to learn more about how to capture future growth:
The situation presents both challenges and opportunities. Trends investing enables investors to capture the opportunities presented by these forces, in the form of sustainable long-term returns.
- LO Funds – World Brands: A high conviction strategy with investments in the strongest brands worldwide in consumer discretionary and staples as well as in information technology and communication services. The portfolio manager has managed the strategy for 11 years and has strongly outperformed the benchmark since inception.
- LO Funds – Global FinTech: The FinTech sector is benefiting from an accelerated move towards the digitalization of financial services. The investment team with expertise in technology, financials as well as global trends has recently launched this strategy and previously managed a similar FinTech fund.
- LO Funds – Golden Age: A high conviction strategy and one of the first to focus on the long-term theme of an ageing population by investing in companies that help people live longer, healthier, financially secure and rewarding lives. Launched in 2003, the strategy has an emphasis on sectors such as healthcare, consumer goods & services and financial services.
Watch our Global Trends webinars here:
Wichtige Hinweise.
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