In the healthcare sector, we believe a number of significant trends exist that support strong gains in the coming years. An aging global population in the developed world, coupled with the emergence of healthcare services infrastructure in the develo..
Morgan Creek believes that the energy and natural resources sector provides a compelling long-term investment opportunity given supportive fundamentals. On the demand side, we believe the rapid economic expansion in emerging markets, particularly in ..
The rapid growth of the middle class in Asia, has catalyzed consumer demand. We believe this domestic demand story will continue, and even accelerate, fueled by increasing credit penetration and mortgage lending...
Currently, emerging economies account for a larger share of global GDP, corporate revenues, and profits than is reflected in the market capitalization of global equity markets, a gap that we expect to narrow in the coming years as wealth follows Demo..