Inequality creates winners and losers. And there are key steps that investors can take to be on the right side of these changes – to not only protect their portfolios from growing inequality, but also generate strong investment returns into the future.
Our analysis leads us to believe that the forces driving low economic growth, increased indebtedness, low interest rates and asset inflation will only strengthen in a post COVID-19 world.
The structural growth in enterprise digital transformation is not like most other trends, it is here to stay and that is precisely why we at Montaka Global have meaningfully increased exposure to the businesses we believe will be the longterm winners in the attractive markets within this accelerating trend.
While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant investment opportunity. In this two-part whitepaper, we examine a multi-decade, structural trend that is now accelerating as a direct result of the pandemic.
In the concluding part of this 2-part whitepaper on the low interest rate scenario currently engulfing the world, we consider the long-term consequences of such a protracted low-rate environment on asset prices – in particular on equity prices.
In this two-part Whitepaper series, we consider the likely drivers of low interest rates that are currently being
observed, particularly around demographics, indebtedness, technology, globalisation and the
structure of the international monetary and financial system.
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