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Investment Outlook 2020 | The World In 2030

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As we move from the second decade of the twenty first century to the third, it is tempting to start making predictions about what the next ten years could bring. Having resisted the temptation to call this document ‘20-20 Vision’, we further resist the idea that we can see into the future.

For example, it would surely have been possible, in 2010, to foresee the rise in technology products and services such as mobile phones and social media, but extremely difficult to have foreseen the implications of their development on markets, society and politics.

That said, markets always look forward, not back. As a result, we tend to focus our investments on long-term trends which appear difficult to upset, rather than trying to second guess shorter-term fashions and fluctuations.

Demographic trends would be an example of this – the world’s population will continue to grow, urbanise and become wealthier. However, it is also ageing as birth rates fall and as people live longer. These changes are affecting everything from economic growth rates to the types of product and services required and will continue to do so for the foreseeable future.

We tend to write about the things which interest us such as demographics, technology, and how businesses are changing and adapting. We could have written on environmental issues, alternative energy, or medical innovations as we have done in the past and will continue to do in the future. However, we feel we should highlight issues readers may be less familiar with, including the wave of disruption surging through the traditional industries of banking, telecoms and food & drinks, and the implications of these changes on both lifestyles and investments.

We try to invest in quality assets and it is increasingly clear that environmental, social and governance characteristics have become as important as balance sheet strength and profit margins. Whatever the future looks like, we as investors must be constantly vigilant about these issues and keep looking for threats to existing franchises, and opportunities to invest in new ones.

Graham Storrie

Managing Director, Adam & Company

Contents

  • The Dragon and The Tiger

    The emergence of China as an economic superpower has been the story of this century so far. As India becomes the most populous country by 2030, could it become the story of the next decade?

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  • Feed the World

    With the world set to add another two billion inhabitants in the next thirty years, how will we cope?

    Read more

  • Ghosts in the Machine

    Artificial Intelligence is starting to play a big role in our lives. What's next and what could go wrong?

    Read more

  • Banking on the Future

    British banking is celebrating its 1,000th birthday. Essentially it is still simple, but has never felt more complex or undergone such changes.

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  • The Invisible touch

    Physical payments are declining at an accelerating pace as consumers adopt a range of more convenient alternatives, from phones to biometrics.

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  • Chasing the Dram

    The beer and wine industries have been growing stale; however, consumers are still lifting spirits.

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  • The Empire and the Strike back

    10 years ago, Facebook was idealistic. Chasing advertising dollars has given them incredible financial and social power, but changes may be ahead.

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  • Together in Electric Dreams

    The 2020s will see the rapid electrification of the car industry. Could electric planes also take off?

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  • Life in The Fast Lane

    From voice to texts to music and now video, mobile communication is hitting light speed and learning new tricks.

    Read more

  • Recaptcha if you can

    An army of billions is teaching computers to ‘think'.

    Read more

Contributors:

Graham Storrie

Managing Director

Stuart Dickson

Investment Manager

mark ivory

Investment Manager

Susan Boyd

Investment Manager

Dugald barne

Investment Manager

Kay Bendall

Investment Manager

cameron-glasgow

David Boswell

Investment Manager

Allan Cameron

Investment Manager

Cameron Glasgow

Investment Manager

linsey-mcwalter

Kathy McGibbon

Investment Manager

Linsey McWalter

Investment Manager

Simon Murphy

Investment Manager

John Peters

Investment Manager

Peter Bottomley

Investment Analyst

Ruairidh Stewart

Investment Analyst

About Adam investments

We offer discretionary investment management to individuals and their families, and to charities. We take a long term approach to investing and we believe this gives us an advantage in a world where markets and media are increasingly focused on short term news.

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IMPORTANT INFORMATION

 

Issued by Adam & Company Investment Management Limited (Adam), which is authorised and regulated by the Financial Conduct Authority. Adam is registered in Scotland number SC102144. Financial Services Firm Reference Number 141831. Registered Office: 25 St Andrew Square, Edinburgh EH2 1AF.

The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance should not be taken as a guide to future performance. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down.

The information on this webpage is not intended as an offer or solicitation to buy or sell securities or any other investment or banking product, nor does it constitute a personal recommendation. The information is believed to be correct but cannot be guaranteed.

Any opinion or forecast constitutes our judgement as at the date of issue and is subject to change without notice. Nothing in this material constitutes investment, legal, credit, accounting or tax advice, or a representation that any investment or strategy is suitable for or appropriate to your individual circumstances. The analysis contained within this webpage has been procured, and may have been acted upon, by Adam and connected companies for their own purposes, and the results are being made available to you on this understanding. To the extent permitted by law and without being inconsistent with any applicable regulation, neither Adam nor any connected company accepts responsibility for any direct or indirect or consequential loss suffered by you or any other person as a result of your acting, or deciding not to act, in reliance upon such analysis.