Investors may face an extended period of macro uncertainty given the potential fallout from the trade wars, but we believe some industries are poised to expand even if global tensions remain elevated or GDP growth is subdued.
Evidence continues to suggest we are on the cusp of greater levels of industry disruption, led by the declining costs of technology, an acceleration of digital-focused consumer trends, more efficient manufacturing and productivity, and positive secular developments in long-term demographic trends. Rather tellingly, as we search for growth companies in a low-growth world, our most recent investments are two examples of businesses that are benefiting from innovation, rising living standards, and tech-centric long-term themes. These companies have the capabilities to digitally connect more ...
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