A professional investor tells us where he'd put his money. This week: Guillaume Uettwiller of the CPR Global Thematic Equities team picks his three favourite education stocks.
Education is a rapidly growing $5trn industry undergoing constant change. Population growth and the expansion of the middle class in emerging markets are producing a large contingent of new students, especially in countries such as China and India. Considerable investments will have to be made all over the world to meet burgeoning demand, with countries increasingly turning to private-sector provision of formal education to help compensate for the dearth of public funding. In addition, automation and digitalisation in the labour market are forcing a massive shift in the skills needed in the workplace, so lifelong training and career development are promising new areas. For long-term investors, the industry could provide diversification and attractive returns.
Education is a sector ripe for digital disruption
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