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

Publication: [Pembroke, Bermuda] : Fidelity International, 2016Notes: 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 timescalesMateria / lugar / evento: Perspectivas económicas Análisis demográfico Proyecciones demográficas Inversiones Operaciones garantizadas a medio y largo plazo Otros autores: Fidelity International
Other categories: 921.1