Health our only wealth

Health our only wealth

We expect the current pandemic to spur innovation and see several secular trends entering the exponential growth phase due to strong tailwinds from it. The most important is the renewed sense that health is our only true wealth. Through lock downs, governments and societies have clearly prioritised health over GDP growth. We expect that nascent trends aiming to improve the overall health of society at potentially lower cost will enjoy strong tailwinds in the coming decade.

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Embracing change through trends investing

Embracing change through trends investing

Watch our latest webinar on trends investing, or, more specifically, megatrends investing which is about investing in companies that stand to benefit from a number of long-term structural shifts. These shifts are irreversible in nature and companies that fail to adapt will simply be left behind.                                                                   

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Why trends investing makes sense

Why trends investing makes sense

In this video, Head of Trends Investing Henk Grootveld outlines how investors can capture the opportunities presented by mega-trends and mega-challenges. 

Trends investing enables investors to capture the opportunities presented by these forces, in the form of sustainable long-term returns. Investing on the basis of trends requires experts that are capable of interpreting them and capturing these opportunities.

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Global trends form powerful forces

Global trends form powerful forces

We believe we are on the cusp of more upheaval that is set to define the global economy in the coming years. A series of trends and challenges are poised to transform almost every aspect of society. Given their scale and scope, they will inevitably influence consumers, investors and boardrooms.                                                                                                                          

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Discovering and investing in the most valuable brands of the future

Discovering and investing in the most valuable brands of the future

We believe a series of trends and challenges are underway that will transform economies and the brands that drive them. Brands which embrace digitalisation, seek success in the East with new consumers, and have more sustainable products are more likely to thrive, whereas those which are unwilling or unable to meet these developments head on will be left behind.

Long-term investment in the future’s most valuable world brands requires an appreciation and understanding of these trends and the impact they are expected to have on society.

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Ways the pandemic could benefit FinTech

Ways the pandemic could benefit FinTech

The COVID-19 pandemic is already speeding up societal changes and we expect it to act as a very strong accelerator for digital trends. Our FinTech strategy is based on five core beliefs that we believe will galvanise industry growth in the future. Such major trends – from growth in digital payments to the need for cyber security - preceded the pandemic, and now stand to gain even greater traction, in our opinion.

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Why is FinTech the future?

Why is FinTech the future?

FinTech is technology that either enhances existing financial services or enables the creation of new ones. This is an exciting industry that is bringing about radical change.

In this video, portfolio manager Jeroen van Oerle outlines five core beliefs  we think will drive investment opportunities in this space over the next 10 years, and explains how investors can separate short-term hypes from real companies.

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How FinTech aids financial inclusion

How FinTech aids financial inclusion

Digital technology plays a pivotal role in bolstering financial inclusion. This applies to both emerging and developed markets, underscoring how FinTech can enable a more inclusive society by broadening access to financial services.

There is a tremendous cost advantage to digitalising financial services, making financial inclusion a natural by-product of FinTech, in our opinion.

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The future is FinTech

The future is FinTech

FinTech has already revolutionised financial services and looks set to shape the future trajectory of the industry.

We believe FinTech will eventually evolve into a new financial service sector comprised of very different players. The winners and losers are being determined as we speak, and are mostly characterised by their ability to transform legacy business and offer relevant services at competitive prices.

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How is FinTech transforming financial services?

How is FinTech transforming financial services?

Financial Technology - or FinTech - serves to both disrupt existing financial services and sustain innovation within them. In this Q&A, portfolio managers Jeroen van Oerle and Christian Vondenbusch discuss how digital technologies are changing financial services and companies.

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