I.D.E.As to leverage long-term growth trends

AS PART of DBS’s barbell approach to constructing portfolios, 2 components are necessary: income-generating assets like corporate bonds and dividend-yielding equities as well as secular growth equities.

To identify where these growth equities lie, the DBS Chief Investment Office coined the acronym I.D.E.A to represent the 4 types of companies that will win in the new digital world. It represents the innovators, disruptors, enablers and adapters.

Companies in these areas have shown a propensity for adapting to meet secular trends such as content streaming, e-commerce, cloud computing and digital payments. Their efforts riding these trends have helped them stand out and in some cases, reshape their respective industries.