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Thematic investing
New World Financials
Traditional finance is being re-shaped by dramatic demographic, technological and geographical change. The New World Financials strategy is banking on future disruption and the fresh growth these changes bring to financial markets globally.
trillion, global retirement savings gap by 2050
billion, persons classified as middle class in 2030
%, annual growth (CAGR) of online payments market through 2027
Why invest in New World Financials?
Older populations are living longer globally and many with insufficient savings. This growing retirement income gap is stimulating demand for new products to ensure individuals have the financial resources needed to live healthy and comfortably long into their golden years.
Meanwhile, digitally savvy upstarts are challenging the old world order and winning big with products that are cheap and conveniently accessed, especially in underserved emerging markets. To compete, banks and insurers are overhauling systems and services to attract
(and retain) new customers. Adding to the fray are e-commerce behemoths offering embedded credit and payment options to online shoppers.
2025 Outlook – Brave new ‘financial’ world
Robust structural trends, strong momentum, and a favorable macro environment all point to a strong 2025 for the business of banking and finance.
Inflation and higher-for-longer rates should continue to provide strong fees and revenue streams for traditional banking behemoths. Insurers too are well positioned to capitalize on rising demand for retirement savings from boomers and younger generations. M&A may also see a revival as years of pent-up demand meets Trump 2.0. And Fintech is set to soar powered by AI innovation, ecommerce and credit trends.
The strategy
New World Financials invests in companies spurring innovation and disruption of the financial landscape. It focuses on traditional stalwarts benefiting from new waves of demand for banking, insurance, and long-term savings products. It’s also investing in newcomers who are using the scaling power of technology to offer low-cost, no-frills financial services to underserved populations in both developed and emerging markets.
Demand from next-gen populations around the globe are also creating next-gen growth opportunities through investments in fintech and e-commerce platforms as well as in the underlying tech enablers building the hardware and software infrastructure that make it all run safely and seamlessly.
