Asia will have a major influence on the world economy in the 21st century. We have been accompanying our clients through numerous Asian and global megatrends with a wide variety of investment products since 2005, and we intend to continue to do so in the future. It is important for us to identify at an early stage any themes that have the potential to become megatrends, and to make it possible for our clients to invest in these. China is well on the way to becoming an economic superpower. With the new ‘Silk Road’ mega-project, it is also investing in major infrastructure initiatives for trade and transport beyond its borders. The recovery of the ASEAN states, the increasing importance of India and the rapid growth of e-commerce in the region is giving rise to new, more widely dispersed consumer structures. In the long term, we see promising investment opportunities in the Asian market, particularly in the areas of retail, education, healthcare and tourism. These will be driven mainly by greater technological advancement in the fields of artificial intelligence, industrial automation, robotics and the Internet of Things, and also by the enormous progress being made in the area of education. We believe the growing momentum and the opportunities presented by the Asian markets should be weighted accordingly in an internationally oriented portfolio.


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