investment implications

57 Comments / Uncategorized / By

Demographic changes and their effects will vary across countries. We think that dispersion of outcomes will create plentiful investment opportunities. We believe the key for investors is to be selective and assess what markets have priced in. Research finds they can be slow to price in the impact of even predictable demographic shifts.

Within emerging markets such as Africa and Asia, we see opportunities in those that can best capitalize on their still-growing working-age populations – for example, by improving workforce participation or look to ramp up investment in productive capital, like energies and agriculture. That could enable them to outperform what markets have already priced. We think higher returns could be on offer in countries with greater demand for investment – like South Africa, Mauritius,  Nigeria,  Indonesia, Mexico, and Saudi Arabia.

We expect markets to pivot between embracing and avoiding risk as they process muted economic growth, higher rates and heightened geopolitical uncertainty. We consider managing risk actively rather than accepting volatile index returns, and think beyond the benchmark by investing sustainably and adopting systematic and thematic approaches leveraging on innovation and cutting edge technology.

  • Active investing and good risk management is paramount in this current economic fluctuations as the market experiences what we expect will be wide risk-on/risk-off swings.
  • Use thematic investments to align portfolios with evolving societal challenges and help create change in the world.
  • Choose carefully among resilience portfolios. The highly valued tech sector could come under pressure; value or income stocks could rebound.
  • Consider undervalued, unloved securities – European equities and emerging-market debt – and less-correlated return sources such as alternative investments.

57 thoughts on “investment implications”

  4. Ahmed Abdulla

    Dear Sir/ma,

    We are a financial services and advisory company mandated by our investors to seek business opportunities and projects for possible funding and debt capital financing.

    Please note that our investors are from the Gulf region. They intend to invest in viable business ventures or projects that you are currently executing or intend to embark upon as a means of expanding your (their) global portfolio.

    We are eager to have more discussions on this subject in any way you believe suitable.

    Please contact me on my direct email: ahmed.abdulla@dejlaconsulting.com

    Looking forward to working with you.

    Yours faithfully,
    Ahmed Abdulla
    financial advisor
    Dejla Consulting LLC

    Reply
    1. JMM Energies & Metals

      Hello Mr Ahmed,
      Thank you for your message, kindly copy this your message and send it as a whatsapp message to the following whatsapp number and email address, the CEO will respond to you directly as i see that this will be interesting to our company.

      regars,
      jmm admin team

      Reply
  23. 1win

    Официальный Telegram канал 1win Casinо. Казинo и ставки от 1вин. Фриспины, актуальное зеркало официального сайта 1 win. Регистрируйся в ван вин, соверши вход в один вин, получай бонус используя промокод и начните играть на реальные деньги.
    https://t.me/s/Official_1win_kanal/2671

    Reply
  24. 1wiN

    Официальный Telegram канал 1win Casinо. Казинo и ставки от 1вин. Фриспины, актуальное зеркало официального сайта 1 win. Регистрируйся в ван вин, соверши вход в один вин, получай бонус используя промокод и начните играть на реальные деньги.
    https://t.me/s/Official_1win_kanal/2041

    Reply

Leave a Reply to Addison4166 Cancel Reply

Your email address will not be published. Required fields are marked *

Scroll to Top