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Portfolio Strategy

Digital Disruption in Europe and Asia Pacific

It is difficult to predict how deep and how long the current downturn will be after one of the longest economic expansions in modern history, but what is certain is the investment landscape will be far more challenging. In times of economic weakness, where should investors turn to generate strong absolute returns?

Our latest digital report examines why identifying structural – rather than cyclical – growth sectors is especially important for investors in the current macroeconomic climate. In this report we highlight three major disruptive trends in Europe and Asia Pacific: Big Data and the artificial intelligence revolution, the reinvention of consumer-facing industries, and efficiency gains in established industries.

To view the full report, click here.