a)They are the largest population cohort in history, representing as much as 75% of global workforce by 2025?
b)Their spending is predicted to increase by 17% over the next 5 years
c)They think differently about their consumption choices: focusing on wellness, leisure and especially, sustainability
a)HIGH: > 60%, MEDIUM: 40 – 60%, LOW: < 40%
What is the investment approach of the portfolio?
Fundamental, bottom-up, style agnostic approach
In what market conditions do we expect the strategy to perform best? (3 reasons)
a)Driven by good fundamentals
b)Strong earnings growth
c)Acceleration in consumer spending
Which of the metaverse themes are currently represented in the portfolio? (Name 3)
a)Cross-Media Platform & eCommerce
b)Electronic Payment Systems & Video Games
c)Superfast Internet Providers & 5G