Long-term investing requires thinking about what the world may look like in 20 years from now and allocating capital to those areas of the economy that will grow in relevance. To capture the prevalent investment themes of the next couple of decades requires a different approach, and access is not always easy. Most opportunities, especially in the nascent stages, are not yet listed and therefore only available through private markets. However, the hard work can be well worth the effort. Many investors such as pension savers have an investment horizon that spans more than a decade, yet their investment strategy does not take into account the high potential long-term trends that will shape the world into which they retire. Increasingly, we are seeing emerging global investment themes focused on solving global issues. The United Nations’ Sustainable Development Goals are a set of 17 global goals that cover social and economic development issues. These include poverty, hunger, health, ed...

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