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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