Global travel, GDP growth & attractive opportunities

Compared to previous decades, it is fair to say that the developed markets are now in a low growth environment, with GDP growth still struggling to reach pre-crisis highs amidst a collapse in productivity. This backdrop therefore places a premium on higher growth structural trends which, as active investors, we look for and try and take advantage of.

Nigel Kennett

Nigel Kennett

Senior Fund Manager, UK Equities

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