Around The World With Yusko - Back Around the World: 2021 in Review
Replay from December 16, 2021Listen Here
Morgan Creek Capital Management, LLC is a SEC-registered investment adviser providing investment management services to institutions and wealthy families. We provide a customized investment solution to clients in need of a targeted investment program, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. We provide asset allocation, manager selection, and portfolio construction.Learn More
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An aging global population in the developed world, coupled with the emergence of a more robust healthcare services infrastructure in the developing world, will keep demand growth in the healthcare sector on a steady upward trend for decades.
Global demographic shifts, rapid advances in energy-related technologies and geopolitical realignments have led to significant shifts in the energy markets. Advances in alternative energy have disrupted the dominance of hydrocarbons leading to significant investment opportunities.
The rapid growth of the middle class in developing markets globally, and particularly in Asia, has catalyzed rapid changes in consumer demand. We believe this domestic demand story will continue, and likely accelerate, fueled by increasing wealth creation, credit penetration and mortgage lending. Consumer sectors will lead the markets.
Emerging economies account for a larger share of global GDP, corporate revenues, and profits than is reflected in the market capitalization of global equity markets. We expect this gap to narrow dramatically in the coming years as wealth follows demographics.