Six long-term economic themes investors must not ignore – and how to access them

Mike Pinggera, manager of the Sanlam FOUR Multi-Strategy fund, discusses the long-term economic themes that need to be addressed within a rapidly growing and aging population. He tells Trustnet that investing in real assets can help address these issues. Mike touches upon the imbalance of the housing market, the need for more investment in education, renewable energy and water management, and the possibility of capitalising on increased air travel demand, as well as the development of e-commerce.

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