181. Investing in bespoke healthcare, cybersecurity and robotics

Zehrid Osmani, manager of FTF Martin Currie European Unconstrained fund, discusses the three mega-trends in his fund: resource scarcity, the future of technology and demographic change. He touches on why geopolitical risks could accelerate the move to cleaner energy and both national and corporate spending on IT security and then details the interconnections between his themes and the advances in healthcare. He closes with his view on why European companies have a lot to offer investors.
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FTF Martin Currie European Unconstrained fund is a high conviction portfolio of medium and large European equities, with no constraints on regional or country allocations. Manager Zehrid Osmani takes a long-term approach, and he believes that markets undervalue the compounding characteristics of quality growth companies. He aims to identify these companies and hold them for the long term to enable them to generate excess returns with lower risk.

What’s covered in this episode:

  • Where the manager thinks Europe is in terms of the economic cycle
  • The type of companies to focus on at this stage of the cycle
  • Why the manager thinks high inflation is frictional
  • How to invest in the mega trend of resource scarcity
  • Why geopolitical tensions will accelerate the move towards greener energy
  • Why corporates will be spending more on IT security in the next few years.
  • The impact of demographic changes on investment opportunities
  • Why investors should consider investing Europe
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