Highlights from the recent Utilico Emerging Markets Trust (UEM) Megatrend Series.
Digital Infrastructure
Faster / more ubiquitous internet / further digitisation of payment transactions / Outsourcing of IT infrastructure.
Global Trade
Emerging Market global trade to exceed Developed Markets / Increasing GDP per Capita / Increasing global trade for goods and services.
Energy Transition
Estimates for more renewables to be added in the next 5 years than the last 100 years / Wind & Solar energy supply to outstrip hydropower / Renewables expected to surpass Coal by 2025.
Find more insights into these 3 key megatrends, impacting Share Prices across the Emerging Markets here.
