Over the past 45 years investment trends have constantly changed…

1970s | Energy companies dominated markets following an oil embargo that inflated oil prices

1980s | Consumer goods took centre stage with Japan taking the lead

1990s | Globalisation got “wired” – transforming the telecommunications industry

2000s | Industrialisation drove a commodities boom – many energy and materials companies benefited

2010s | Digital disruption – advances in technology challenge traditional ways of doing business


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