5 Wachstumsthemen, die unsere Zukunft prägen

The world is rapidly changing: Enabling technologies are becoming less expensive and more powerful, innovative business models are capturing growing markets by offering value-added products and services, and in turn, societal norms are evolving in response.

But what does it mean for investors and how does it affect our investment mindset?

We wanted to know, so during the summer of 2020 our team undertook an ambitious and extensive effort to forecast important drivers of end-market, industry, and corporate profit growth—essentially, to create a growth investor’s roadmap for the next decade.

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