Despite short term volatility, growth markets such as China, India, SE Asia and Africa, are the engine for global growth and growth markets GDP has now overtaken developed markets and accounts for more than 50% of global GDP.
Growth markets currently account for 22% of the global equity market value; and is forecast to grow to 39% by 2030.
The global population has grown from 3.6 billion in 1970 to 7.3 billion in 2014 and is forecast to grow to over 8.5 billion by 2030 and over 9.5 billion by 2050 (over two thirds of whom will be in developing markets).
The global middle class population was 1.8 billion at the end of 2009, and is projected to grow to 3.2 billion by 2020 and 4.8 billion by 2030.
Urbanisation will continue to drive growth; between now and 2050, it is predicted that the 3.5 billion people currently living in cities around the world will increase to over 4.5 billion by 2030 and over 6 billion by 2050.
This global growth in population numbers, and the emerging middle classes out of China, India and Africa over the next 20 years will lead to a huge additional global consumption of raw materials. Quantum Investment Management is positioning itself to take advantage of this coming demand by gaining exposure across the commodity universe.
