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megatrends

Insights
In the third piece in our global megatrends series, we look at how technology, demographics, and an increasingly urbanised population – exacerbated by the pandemic – are influencing the buildings around us. From shops and offices to retirement and student accommodation and warehouses, investment demand is shifting from traditional property sectors towards new areas of future growth.
Insights
The rise of state intervention and greater regulation was born out of the capitalism of the late 20th century, forged in the fire of the GFC and the sovereign debt crisis, and accelerated by the Covid-19 pandemic. Increased regulation has not always been welcomed, but in many cases has resulted in stronger companies and greater security for investors and is good news for subordinated debt.
Insights
With the shift to renewables gaining momentum, the oil and gas (O&G) industry is under pressure to decarbonise, while price volatility and the rising cost of exploration and extraction have compounded their woes. In response, O&G companies are seeking to diversify their business models to focus on long-term growth. In the first of our Megatrends series, we ask whether this re-brand will work.
Insights
An increasing proportion of retailers are harnessing the power of artificial intelligence (AI) to strengthen their long-term business model, from forecasting customer demand and managing stock to automating deliveries and returns. Although Covid-19 accelerated the evolution in consumers’ approach to shopping, AI is driving the long-term revolution in how those shops are run.
Insights
An increasing proportion of retailers are harnessing the power of artificial intelligence (AI) to strengthen their long-term business models, from forecasting customer demand and managing stock to automating deliveries and returns. Although Covid-19 accelerated the evolution in consumers’ approach to shopping, AI is driving the long-term revolution in how those shops are run.
Insights
The attractions of traditional commercial property sectors dropped significantly during the Covid-19 pandemic, whereas specialist sectors rose sharply. Although recent events have raised questions over the outlook for the sector, we explore why it is worth taking a closer look at some of the specialist areas within the sector that demonstrate clear prospects for strong long-term growth.
Insights
The rise of state intervention and greater regulation was born out of the capitalism of the late 20th century, forged in the fire of the GFC and the sovereign debt crisis, and accelerated by the Covid-19 pandemic. Increased regulation has not always been welcomed, but in many cases has resulted in stronger companies and greater security for investors and is good news for subordinated debt.
Insights
Oil and gas companies have faced increasing hostility as investors seek to deploy capital sustainably and governments aim to meet their legally-binding emission reduction targets. These multinationals recognise diversification has become a must to secure future investment and preserve their reputations. But is this a change that’s great news for climate change or a commercial ploy?
Our range of specialist thematic funds are designed to tap into long-term economic and market trends, working alongside core holdings as part of a diversified investment portfolio.

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