Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade.

I have just penned my next column for The Australian Wealth section this weekend. In the article I explain how different definitions of recession are common and yet largely irrelevant for today’s equity investor. Some say its two quarters of negative growth. If that’s the case, then the Atlanta Fed’s GDPNow tool is predicting the U. S.

If you’re looking for a solid investment with stable and predictable cashflows, you could do worse than explore listed infrastructure assets.   This conclusion was hammered home to me yet again by the news that Spark New Zealand (SPK:ASX) is selling 70 per cent of its passive tower infrastructure company for a pretty tidy sum.

Like in most market downturns, small cap growth stocks are being punished hardest by a market that now views growth as a dirty word. This is great news for investors, as it creates opportunities to invest in businesses whose share price decline is due to changing sentiment rather than deteriorating fundamentals.