CPD: The S-Curve and the emerging consumer

July 7, 2021

Disruption and disintermediation are increasingly common themes across the global corporate landscape. In this CPD accredited article, we draw on thematics from our global growth investment partner, Munro Partners.

Investors need access to global growth investments. New companies are disrupting or disintermediating established businesses in a range of sectors across the globe. Whether this disruption occurs in media, healthcare or technology, it is generally followed by a substantial growth runway. Exposure to global growth investments diversifies the typical exposure many investors have to Australian equities and global value equities.

There is a simple philosophy that underpins growth investing: earnings growth drives stock prices. Sustained earnings growth is worth more than cyclical earnings growth; despite this, the market consistently misprices growth and sustainability, creating opportunities for growth investors.

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