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The good folk at Absolute Return Partners have identified eight megatrends, long-term investment themes that they believe will define the world of the future. Those themes are:

1) The end of the debt super-cycle

2) The retirement of the baby-boomers

3) The declining spending power of the middle classes

4) The rise of the East

5) Mean reversion of wealth-to-GDP

6) Disruption

7) Running out of fresh water

8) Electrification of everything.

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