• Identifying and investing in structural growth trends is vital to positioning your portfolio for continued strong performance – irrespective of macroeconomic conditions.
  • Investing via private equity is an effective way for investors to target and capitalize on developing structural trends.
  • In this report we highlight three major disruptive trends in Europe and Asia Pacific: Big Data and the artificial intelligence revolution, the reinvention of consumer-facing industries, and efficiency gains in established industries.

Identifying structural – rather than cyclical – growth sectors is always important for investors but is especially important in the current macroeconomic climate.

It is difficult to predict how deep and how long the current pandemic-triggered downturn will be after one of the longest economic expansions in modern history, but what is for certain is that the investment landscape will be far more challenging. In times of economic weakness, investing in structural growth trends can help you continue to generate strong absolute returns.