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06.03.2014 11:32:31

How to invest in a world of slowing growth

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How to invest in a world of slowing growth

March 2014

 

In summary:

  • In the absence of a productivity miracle, demographic trends mean that economic growth in the developed world will slow.
  • This need not be a disaster for equities in the long run, but is likely to result in a painful adjustment period for many stocks.
  • A thorough understanding of demographic drivers will be essential for identifying growth gaps and picking stocks.

 Read full Article

   by Katherine Davidson, Fund Manager, Demographic Opportunities

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Enjoy reading. Kind regards,
Schroders Switzerland

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