White Papers

Five Global Trends For the Long Term Investor - October 8, 2009

Executive Summary: Based on research conducted by the Center for Strategic & International Studies, and the publications
of numerous commentators including Thomas Friedman, Dr. Stephen Leeb and Fareed Zakaria, we have identified 5 macro-trends that we believe will dramatically shape our portfolios over the coming decade. Our hope is that by exploring some of the likely changes in our world and economy, we can identify key areas that represent the best long term growth for investors.

The 5 key trends we have identified are: 1. GLOBAL POPULATION GROWTH 2. TECHNOLOGY INNOVATION 3. DEVELOPING ECONOMIES 4. RESOURCE COMPETITION 5. GLOBAL CONFLICT

In this white paper, we briefly examine the global demographic, economic, and social changes that each of these trends represent, and provide some possible implications for investors.

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