Charity Investment

Four charts: a glimpse into the future

As Apple becomes the first business ever to be valued at more than $1 trillion, we unearth four charts that show how fast technological and demographic developments are transforming our world

01/08/2018

Rosie Carrow

Rosie Carrow

Content writer

What will the world look like in a decade’s time, or two, or five?

One component of shrewd investing involves embracing the radical social, economic, technological and demographic changes that are transforming human existence.

What will the ageing of populations in today’s wealthiest countries mean for world markets? What will be the effects of vastly increased populations – and wealthy populations – in today’s emerging markets? How will technology further disrupt established labour forces, businesses and markets?

Cazenove Capital, in the course of meeting thousands of businesses and identifying the best professional investors worldwide, comes across a wealth of data that highlights the astounding pace of change. Here are four examples.

We are connecting to the internet at an ever greater rate...

SOURCE:INTEL

Early connected devices were desktop computers but now they include

Early connected devices were desktop computers but now they include; electric toothbrushes. plug sockets, door locks and fridges

... but it's not just about our devices: it's about where we store our data

SOURCE: ORACLE

a chart to show hardware data revenues against cloud data storage revenues over the last 4 yearsThe way we communicate continues to evolve...

Data generated on social media in 60 seconds
SOURCE: FACEBOOK

Facebook has 360 new users, 292,980 status updates and 136,020 uploaded photos every minute

... while emerging countries' spending power is growing at an explosive rate.

SOURCE: MCKINSEY

The proportion of the global population on a very low income is starting to fall

A chart showing consuming class against below consuming class from 1950 - 2025

Author

Rosie Carrow

Rosie Carrow

Content writer

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Limited 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

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Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com