Global Trends

The idea of machine intelligence controlled by humans is as old as civilization, but today modern technology is making artificial intelligence a reality. This technology is changing the world, with every sector of the economy likely to be impacted.

The biggest change ever in the history of consumer spending is underway today with the shift of retail spending into the sphere of Ecommerce. Globally this trend of increasing demand for buying online is reshaping the world and will continue to drive growth for decades.

The challenge facing humanity to tackle climate change is arguably the biggest structural trend underway in the global economy. The immense shift in energy away from fossil fuels and into low / zero carbon alternatives offers investors great long-term opportunities.

The streaming revolution now means consumers anywhere in the world can have music, film, TV and computer games streamed directly to their devices, whether at home or on-the-go. This revolution in the entertainment industry is changing the sector forever.

People are living longer and more fulfilling lives all over the world due to new healthcare technologies. As emerging markets continue to increase wealth, access to healthcare is also improving. This creates a unique long-term investment opportunity.

Over the next 10 years billions of devices and people will be connecting to the internet for the first time. The future is one where everyone and everything will be digitally connected and this will be done wirelessly. This is the Internet of Things trend.

Physical cash is dying and is being replaced by digital payments. This incredible transformation is accelerating and future generations may look at physical cash as a relic from a bygone age. This revolution in how people pay for goods and services is a core investment trend for Dominion.

Consumer spending patterns differ by country and by age group. Different generations of consumers have different priorities for spending their disposable income, and it is these shifts in consumer behavior which offers investors great opportunities to invest in the winning product categories.

The world is moving into cities. Billions already live in urban environments and billions more will be creating a new life for themselves in cities around the world over the coming decades. This will drive long-term demand growth in a range of different product and service categories.

Consumers with disposable income around the world are choosing to invest more of their hard-earned income into products and services which improve their quality of life, wellbeing, and give them memories. This shift in desires and wants is driving sustained growth in demand for wellness, lifestyle and experiential services.

The rise of large and fast-growing economies in emerging markets offers incredible investment opportunities. China and India alone represent 2.6 billion people and these countries are industrializing fast, quickly becoming the world’s largest markets for many goods and services.

The world is becoming digital. All aspects of life, in all parts of the world are becoming digitized and this change is accelerating. The internet and communications infrastructure that makes this transformation happen offers great long-term investment options for investors.

At Dominion, we remain laser focused on emerging structural growth trends. As these trends mature, we will look to expand our investment universe to include them as core trends for our Funds.