2. The world is changing faster than at any time in human history

3. The World is changing - Infrastructure
Source: USGS Cement statistics.
The World is changing - Infrastructure
100 years
3 years
In the last 3 years China has used more cement than the US used in the whole of the 20th Century. From its current levels of 255 million tons in 2014, cement consumption in India is expected to reach million tons per annum by 2025, driven by demands from rapid urbanisation in the form of housing and rising infrastructure.

4. And the speed of change is accelerating

5. In the next 10 days 112,000 people will retire in Japan, the US and Europe
HOURS
MINUTES
SECONDS
10:00:23:01
Source. United Nations Population Statistics, Worldmeter

6. In the next 24 hours China alone will use 10.3 million barrels of Oil
DAYS
HOURS
MINUTES
SECONDS
01:00:00:01
Source. IEA

7. In the next 10 minutes there will be 25,502,600 searches on
DAYS
HOURS
MINUTES
SECONDS
00:00:10:12
Source: Google

8. 1 billion people use Facebook every day … launched in 2003 !
DAYS
HOURS
MINUTES
SECONDS
00:00:01:01
Source: Google

9. Identifying Emerging Trends
An Introduction to Global Trends
Investing in a very different world

10. An Introduction to Global Trends
The world is changing and this requires new ways of thinking about investment
The world is becoming much smaller!
A single global marketplace
Logistics have improved exponentially
The internet has provided for instant education globally
Regardless of where you are, you can now buy anything and have it delivered to your door

11. An Introduction to Global Trends
The world is changing and this requires new ways of thinking about investment
The world is becoming much larger!
A massive growth in the addressable customer base
Explosion of the middle classes
Wealth creation in developing countries
Changing demographics in life expectancy and population growth
Easy access to customers through technology and logistics

12. An Introduction to Global Trends
The world is changing and this requires new ways of thinking about investment
The drivers for growth have changed in a fundamental way
Demographics
Urbanisation
Technology
Consumption
GLOBAL TRENDS

13. DEMOGRAPHICS

14. Changing Demographics
The United Nations states: “Fertility rates are falling in the developed countries, but this is not enough to stem exponential growth of global population over the next years. Medium of estimates put world population at 9.2 billion by 2050 and are likely to be understated.”
DEMOGRAPHICS
Source: United Nations