Identifying the main drivers of long-term change is key to investment success in the 21st century. We believe we are at the beginning of a secular growth phase for the U.S. economy driven largely by the rebalancing of global growth from the developed to the developing world. We focus first on the long-term drivers, the macro forces and investment themes at play across industries that are taking us into the next growth cycle.
The report can be downloaded here: http://www.ustrust.com/publish/content/application/pdf/GWMOL/AR975616-UST.pdf
A Transforming World
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