Where is Growth?

Growth rarely emerges in a straight line; it appears where technology reshapes industries, where capital flows toward new infrastructure, and where rising incomes or new business models expand economic opportunity.

In this series, our global equity investment team examines where these forces are taking hold across global sectors and regions—from the buildout of AI infrastructure and industrial capacity to shifts in global finance, consumer markets, and technological innovation.

In doing so, we highlight our ability to identify emerging growth opportunities across regions and sectors and dynamically incorporate these themes into our portfolios as they evolve.

While the drivers differ, each of our growth themes reflects the same underlying dynamic: innovations solve existing problems, transform scarce resources into abundance, and create new needs—driving new areas of growth and investment opportunities across the global economy.