Centro de Documentacion de Fundación MAPFRE - Investing in demographics : identifying structural growth winners underpinned by demographic megatrends

MAP20160021998

Investing in demographics : identifying structural growth winners underpinned by demographic megatrends. — [Pembroke, Bermuda] : Fidelity International, 2016

Sumario: In this paper, we argue the equity market is less efficient at valuing companies benefiting from structural growth, which creates opportunities for long-term investors. We identify three demographic megatrends - population growth, the rise of the emerging market consumer, and the impact of ageing which, in turn, support a number of structural growth themes that allow identifiable companies to benefit from strong and compounding cash returns over investible timescales

1. Perspectivas económicas . 2. Análisis demográfico . 3. Proyecciones demográficas . 4. Inversiones . 5. Operaciones garantizadas a medio y largo plazo . I. Fidelity International . II. Título.