The Next Driver of Productivity
This month’s Absolute Return Letter picks up from last month’s discussion. Amongst other issues, we look at the lessons learned from the financial crisis; we project what impact poor demographics are likely to have on GDP growth around the world and, last but not least, we take a closer look at what the next major driver of productivity growth is likely to be.
Open this issue (PDF)Preview
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: