Global investors should adjust their portfolios to capitalise on technological disruption, demographic and social change, resource scarcity and urbanisation, suggests the equity research director of Allianz Global Investors in identifying the four global mega-trends that will shift consumer behaviour, regulations and business landscapes in the coming years.

DESPITE reflation optimism, financial repression remains in place and Allianz Global Investors’ long-term view is that global growth can be expected to remain dull, says the firm’s global strategist Neil Dwane.