What Does the 2015 Investment Horizon Look Like?

The video discusses the investment strategies and activities of a firm that has exited $480 million in 17 investments. The firm focuses on growth markets, particularly in sectors driven by domestic consumption due to demographics and urbanization, while avoiding those reliant on natural resources. Key sectors include healthcare, FMCG, and logistics. The discussion also covers the impact of geopolitical events and market volatility on investment decisions, emphasizing the importance of long-term trends and strategic sector selection.

What factors are influencing the investment horizon for 2015 according to the text?

Which sectors are highlighted as exciting for investment and why?

How does the volatility in natural resource-driven economies affect investment strategies?

What demographic trends are driving consumption patterns in growth markets?

What are the implications of geopolitical events on investment decisions as mentioned in the text?