Change is constant. But the rate of change is not. Changes are both minor and monumental and change seems to come at an increasingly faster pace. We live in an era of rapid and profound change. We believe that there are four key mega themes driving and shaping this change.
Innovation is a key behind economic growth and profits. Importantly, innovation isn’t just technology, it is found in product and service offerings and business models. Innovative companies have a competitive edge and are a leading contributor to rapid change.
Generally, developed economies are aging; developing economies are dominated by a younger demographic. Savings rates, GDP rates and other economic keys are heavily influenced by demographics. Globally, birth rates are declining as global per capita GDP growth increases. These demographic changes will have a large impact on the future.
It’s hard not to notice the political climate is changing. Part of this changing political environment is a hope that things can change and that individuals can make a positive contribution. Social responsibility includes ESG and impact investing. It also encompasses the idea that positive political and economic forces are at work to solve seemingly intractable issues such as climate change and social equality.
One third of the world’s population lives in Asia and the region is experiencing rapid economic growth and increasing global influence. It is impossible to think about the future and not recognize Asia’s impact.
The SmartETFs family of ETFs are designed to capitalize on these mega themes.
SmartETFs are brought to you by Guinness Atkinson Asset Management.
The SmartETFs Smart Transportation & Technology ETF, launched in November 2019, is our first ETF. But, we’re old hands at managing mutual funds; we currently manage eight traditional mutual funds, the oldest of which launched in 1994. Our asset management team is based in London.
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