View all presentations

Investing amidst seismic change

14h30 - 15h00
Conference Room 1

The investment sands are shifting rapidly. Companies are encountering limits in financial capital, natural resources and geopolitical goodwill. Such changes will drive a widening gap between the big winners and the big losers, presenting huge opportunities for long-term stock pickers. This presentation will explore some of the most exciting growth drivers for the next decade, the characteristics of the companies that will flourish in this new era of capitalism and the investment approach that will be required to unlock them.