Roadmaps

Investment roadmaps

Roadmaps can be quite static as the route you see on a map is much different when it becomes reality. How often have you not imagined a new holiday destination only to realize it's completely different to what you imagined?

 

A financial market roadmap gives directions, but one has to be open-minded to change route if road conditions or weather forecasts change substantially


The next 10-15 years investment returns will not be like the past 20-30 years that was fuelled by ever lower interest rates. The underlying sales growth has declined from 12% in early 1990s to around 4% in the last few years.


The forward pace of returns will be closer to the 4% revenue growth and hence lower than the 8% stock market annual return investors have been accustomed to since the 1980s


The main thing that can surprise on the upside is higher productivity growth, which can fuel higher returns in segments and companies that embrace digitalization, renewable energy and advanced healthcare solutions


Investment roadmaps, updates and themes are found below. AC Vision Fund investors get the monthly update with the perfofmance update and commentary. 


Reach out if you're intested hearing more


 A few investment quotes to keep in mind at all times;  

 

Roadmaps from 2018-21

Articles 

Chart of the Month


- previous u├ądates

2020  roadmap updates

Previous roadmap updates found below. The list do not cover all monthly updates. If you're interested in one of the previous monthlies please reach out.