The world is changing faster than at any time in human history

The World is changing - Infrastructure Source: USGS Cement statistics. The World is changing - Infrastructure 100 years 3 years In the last 3 years China has used more cement than the US used in the whole of the 20th Century. From its current levels of 255 million tons in 2014, cement consumption in India is expected to reach 550-600 million tons per annum by 2025, driven by demands from rapid urbanisation in the form of housing and rising infrastructure.

And the speed of change is accelerating

In the next 10 days 112,000 people will retire in Japan, the US and Europe HOURS MINUTES SECONDS 10:00:23:01 Source. United Nations Population Statistics, Worldmeter

In the next 24 hours China alone will use 10.3 million barrels of Oil DAYS HOURS MINUTES SECONDS 01:00:00:01 Source. IEA

In the next 10 minutes there will be 25,502,600 searches on DAYS HOURS MINUTES SECONDS 00:00:10:12 Source: Google

1 billion people use Facebook every day … launched in 2003 ! DAYS HOURS MINUTES SECONDS 00:00:01:01 Source: Google

Identifying Emerging Trends An Introduction to Global Trends Investing in a very different world

An Introduction to Global Trends The world is changing and this requires new ways of thinking about investment The world is becoming much smaller! A single global marketplace Logistics have improved exponentially The internet has provided for instant education globally Regardless of where you are, you can now buy anything and have it delivered to your door

An Introduction to Global Trends The world is changing and this requires new ways of thinking about investment The world is becoming much larger! A massive growth in the addressable customer base Explosion of the middle classes Wealth creation in developing countries Changing demographics in life expectancy and population growth Easy access to customers through technology and logistics

An Introduction to Global Trends The world is changing and this requires new ways of thinking about investment The drivers for growth have changed in a fundamental way Demographics Urbanisation Technology Consumption GLOBAL TRENDS

DEMOGRAPHICS

Changing Demographics The United Nations states: “Fertility rates are falling in the developed countries, but this is not enough to stem exponential growth of global population over the next 20 - 100 years. Medium of estimates put world population at 9.2 billion by 2050 and are likely to be understated.” DEMOGRAPHICS Source: United Nations