Going Global in Equities

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White Paper 

It is telling that asset managers today closely monitor specific themes that would have seemed very niche just 20 years ago, such as the spending patterns of millennials in Asia. Why? Because Asian millennials' spending power has the potential to drive consumeroriented industries in a major way not only across Asia but globally. This simple example symbolizes some of the shifts in the global economy and equity opportunity set over the past two decades. Emerging markets now contribute about 60% of global GDP. In major developed markets, manufacturing's …