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Uncovering the Promise of Tomorrow

The more we ask to better understand how the world is changing today, the better we can position our clients for tomorrow.

Uncovering the Promise of Tomorrow

The more we ask to better understand how the world is changing today, the better we can position our clients for tomorrow.

5 Growth Themes Shaping the Future

New technologies can unleash a cascade of growth across multiple industries—which is why we carefully assess the second- and third-order effects of innovation. Because this is critical in forecasting future growth drivers.

We expect a number of growth themes to gain the attention of investors in the decade to come. Here are five of them.

A trend McKinsey calls “synthetic biology,” which is essentially the merging of science and big data, can be seen across diverse fields.

 

Opportunities abound in the infrastructure on which digital services can thrive.

 

A vision for the internet where the virtual and physical worlds become a single seamlessly interconnected realm.

 

Everything is getting smart these days, including buildings, grids, and cities, creating efficiency gains.

 

A fully digitalized factory, which includes robots and cobots, combined with full connectivity via a localized internet of things, drives change.

 

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A trend McKinsey calls “synthetic biology,” which is essentially the merging of science and big data, can be seen across diverse fields.

Opportunities abound in the infrastructure on which digital services can thrive.

A vision for the internet where the virtual and physical worlds become a single seamlessly interconnected realm.

 

Everything is getting smart these days, including buildings, grids, and cities, creating efficiency gains.

 

A fully digitalized factory, which includes robots and cobots, combined with full connectivity via a localized internet of things, drives change.

 

China’s Unwavering Growth Journey

We believe the investment case for Chinese equities is enhanced in 2021 because the transition to a domestic-consumption-driven economy has accelerated post COVID-19. This has the potential to further benefit the sectors in which we like to invest (including consumer, healthcare, and technology) and the companies we favor (leaders in those sectors).

Vivian Lin Thurston, CFA, Partner
Portfolio Manager, China A-Shares Growth

Anticipation and Analysis—Essential to Active Investing

As active growth investors, we seek to anticipate and analyze possible outcomes in a way other investment approaches cannot.

We are ultimately betting against the very powerful reality of mean reversion. The adage that “the more things change, the more they may stay the same” is powerful, and is often true.

But in reality things do change. Consumer behaviors evolve. Humans innovate and create new solutions. Corporate profit pools shift. And new winners emerge. Just think about some of the things the world was predicting at the turn of the last decade.

And for now, the ability to predict changes is still the domain of humans. It is our job, then, to develop a practice of forecasting, which involves observing, learning, and anticipating the future.

Creating a framework for forecasting helps us decrease the variability around predicted outcomes, improve accuracy, and act on investment ideas earlier and with greater conviction.

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