We believe Millennials are reshaping markets and have the potential to impact businesses across sectors and geographies. Millennials are driving a series of trends that will shape tomorrow’s investment opportunities.
A stabilizing macro backdrop, convergent growth, and late-cycle opportunity: each is a reason we do not see winter coming for investors. We believe that strategy will be key—we remain pro-expansion, yet pro-reality, attuned to the evolution of late-cycle conditions.
Learn more about the key trends that we believe investors should consider when constructing their portfolios.