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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.


500

trillion, global retirement savings gap by 2050

5.3

billion, persons classified as middle class in 2030

7

%, 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.

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.

Open your portfolio to the brave new world of finance and capitalize on changes in capital markets.


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