Asset classes uncovered

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for decades to come. Find out why you should be looking at this region more closely...

Since the late 20th century, India’s rate of GDP growth has doubled, making it one of the fastest-growing key economies globally. Find out how an active allocation to this region can give you access to companies that will benefit most from this continuing trajectory.

With its continuing economic growth trajectory and rising incomes, China certainly offers strong growth potential and genuine diversity for investors. So what could you be missing out on by not allocating to this growth powerhouse?

Japan is witnessing several structural factors including rising prices and wages to further governance reforms, a new capital expenditure cycle and greater participation in equity markets. Find out why the investment outlook for Japan is compelling.

The Australian economy has proven more resilient than most in times of major economic challenges. This resilience is underpinned by the unique composition of its underlying economy, which is also reflected in its equity market — making local shares an attractive investment opportunity. 

It is important to remember that investing globally continues to play an important role of diversification and can also provide meaningful growth opportunities, particularly around long-term structural themes.

Although large-caps dominate the headlines, it would be a mistake for investors to ignore the multitude of mid-caps and small-caps on offer, as these could well offer better growth and returns. After all, on their way to becoming large-caps, the likes of Apple, Microsoft and Amazon began life as small-caps or mid-caps.

Demographic analysis is the study of historical and projected changes in population over time that have the power to significantly impact society and economies. These trends, which can be predicted with a relatively high degree of certainty, can create exciting opportunities for the active stock-picking investor.

Emerging markets and developing economies now contribute over 50% of global growth and are expected to contribute over 60% by 2025. Explore why these countries are today home to some of the world’s fastest-growing economies and most innovative companies.