Riding a new wave

In the slow-growth 'new normal,' markets will seek investment themes that are not overly dependent on global economic growth. A meaningful proportion of these secular themes can be found in the Emerging Markets.

18 okt 2018

This report presents in-depth research into equity investment opportunities in Emerging Markets from our dedicated investment team.

Using a robust framework that considers demographic, social, and economic trends, the team presents an outlook across countries and sectors that demonstrates attractive opportunities across a range of sectors.

The growth of consumer demand in Emerging Markets is a key theme that underpins a series of secular trends, including rising discretionary spending, premiumization, increasing focus on personal wellness, and the growth of online channels.

Furthermore, this in-depth report also outlines opportunities in the rapidly growing healthcare sector, plus innovation in information technology spaces, the expansion of financial services, and growth in real estate sectors.

UBS Asset Management Nederland

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