Six long-term economic trends changing the investment world
24 Aug 17
With the global population booming, the ‘pillars of a functioning economy’ are set to undergo major changes, says Sanlam Four’s Mike Pinggera. Here, he looks at the six biggest themes for investors to watch.
Who remembers the days where the only way to buy a book was to physically visit the bookshop?
It is a world of internet ecommerce and the rise of online retailers has transformed the way we shop.
In order to meet the demands of a growing customer base, online retailers are having to expand.
This rapid growth is set to continue, Pinggera says.
“In conjunction with a larger population, retailers are faced with bigger strains on volumes and delivery expectations – driving businesses to pursue more warehouse space,” he adds.
“Today, larger logistics facilities are being developed to provide the fundamental infrastructure to handle the continued expansion of e-commerce.”
Tags: ESG | Infrastructure | Sanlam
