Pie in the Sky?
January each year brings with it a host of forecasts, many of which are 'pie in the sky' – silly predictions on equity markets, interest rates and currency movements. We are not in that game. Instead we focus on structural trends when analysing the future. In this letter we argue why these are more relevant for investors.
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Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.
Related Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article: