Portfolio Manager Summit 2024: Secular Themes and Investment Opportunities

The Scotia Global Asset Management Investment Team is proud of our performance-driven culture of open intellectual debate because we believe it can help inform better investment decisions for our clients.

While debate is ongoing, our annual offsite allows us to collectively step back and consider significant secular themes that could drive global capital markets in the coming decades, leveraging the combined intellectual capital of our entire Team.

In this report, we share some of our Team’s leading views and how they may shape investment opportunities, capital markets and the broader world for decades to come. Themes covered include:

• Winners and losers in artificial intelligence (AI) adoption
• Shifts we may see from impending climate change policy initiatives
• How changing demographics could impact retirement-focused industries
• Health and wellness trends in domestic and emerging markets
• The groundswell of geopolitical change ahead