The Great Transition

The Value of the Intangible

Colonial First State Global Asset Management

Why have physical investment rates in the developed world been so meagre, despite extraordinary monetary policy, zero interest rates, high profitability and rising asset prices? Show More

The Great Transition - Is technological change shrinking the demand for physical capital?

Colonial First State Global Asset Management

The shape and value of capital is changing. Technological advancements now allow consumers to access markets more cheaply in pursuit of products and services which better serve their needs. This shift from homogeneous to personalised, high quality and competitively priced products and services has begun to transform the production side... Show More