The power of compounding doesn’t operate in isolation, however. Its effectiveness is greatly enhanced when combined with a keen understanding and forward-looking perspective of global megatrends. These trends, which include technological breakthroughs, demographic and social change, shifting economic power, climate change and resource scarcity, and rapid urbanization, have the potential to dramatically reshape the investment landscape. Thus, the philosophy of compounding, patient capital utilization and long-term view, coupled with an astute understanding of global megatrends and civilizations, forms the cornerstone of Snowball Asset Management’s approach.
Technological Breakthrough
‘Technological breakthrough’ is a catalyst for other trends while also being key to resolving many of the global issues we face.
IoT
AI
Data Security
Demographic and Social Change
Changes in global demographics will bring about significant social change, and therefore challenges and opportunities, for both government and business.
Aging Population
Retirement Saving Gap
Fever Children
Pension Income Solution
Changing Economic Power
In less than a generation, emerging markets and developing economies have gone from being producers of goods and trading hubs for developed countries, to becoming an important destination for consumer goods and services in their own right.
China Superpower
Growing Asian Population
Shift Towards Emerging Market
From East to West
Climate Change and Resource Scarcity
If predictions are correct, by 2100 the average surface temperature of the planet will have risen 5.8 degrees since the late 19th century, and the planet’s resources will become increasingly scarce.
Strain on the Planet Resources
Hotter World
Increased Emission
More EV’s
Rapid Urbanization
More than half of the world’s population now lives in towns and cities, and by 2030 this number will swell to about 5 billion.