THE NEW GLOBAL MIDDLE CLASS INVESTMENT THEME
Areas around the world where rising disposable incomes are driving demand for a host of products and services.
The middle-class is one of the primary engines behind consumption and domestic demand making it a key part of the domestic economic engine. And while the middle class is under pressure in the U.S. and other mature markets, according to data published by the Brookings Institute, the middle class is set to grow worldwide by 160 million people per year on average through 2030 and is expected to reach 3.2 billion by 2020 and then reach 4.9 billion by 2030. What is expected to unfold over the coming years is a significant shift in consumption dynamics that will favor the emerging economies like China, India, and larger Asia as well as Africa and several South American countries in the coming years.
Impact of the New Global Middle Class
Published Research on the New Global Middle Class Investment Theme
Hey folks, as you likely suspect we at Tematica do a lot of leg work and deep dives when developing our investment themes and refreshing our thematic mosaic. This means that in addition to scouring financial filings, company presentations, and earnings transcripts, we also chat with company management, thought leaders, and other industry movers and […]
This conversation is provided for informational purposes only and is not an offer or solicitation to buy or sell any securities. Tematica Research was compensated by a third party to conduct this interview. The information described herein is taken from sources that we believe to be reliable, but we do not guarantee the accuracy and completeness of […]
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What is Thematic Investing
Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed. Read More >>
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Tematica Research provides equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. The thematic discipline utilized by Tematica across its research and economic commentary, as well as its index and portfolio construction efforts, is the culmination of the more than 20 years Chief Investment Office Chris Versace spent analyzing industries and companies. Read More >>