Long-term investment themes
Mass transit rail
Rapid urbanization will strain mass transit systems, providing opportunities for infrastructure investment over the long term.
Advances in cancer therapeutics will create new multi-billion dollar opportunities for successful drugs.
Clean air and carbon reduction
Rising populations and urbanization are fueling the need for clean-air technologies. Solution providers targeting emissions reductions stand to benefit.
The medical device industry has matured but opportunities exist for increased penetration in Emerging markets where affordability is on the rise.
Water scarcity is one of the biggest risks to mankind. If limited water resources can be better harnessed, the benefits could be enormous.
Emerging market healthcare
An aging EM population requires stepped-up investment in healthcare. We believe global healthcare companies can benefit.
With limits to many governments’ education resources, there is increased opportunity for the private education market.
The world faces a growing food production crisis as the global population increases. Companies that help to boost agricultural yields stand to benefit.
Changing demographics are increasing demand for retirement planning, benefiting wealth and asset managers.
Urbanization and rising per-capita GDP in EMs will contribute to an ever-greater prevalence of global obesity.
Waste management and recycling
Low waste treatment rates in emerging markets offer big catch-up potential that could lead to extraordinary growth rates.
Emerging market infrastructure
Growing urbanization and high economic growth rates will drive demand for infrastructure investment in EMs.
A larger population of seniors and evolving social trends support opportunity in retirement homes investment.
Automation and Robotics
A fourth industrial revolution is underway, which we believe will transform the future of manufacturing.
Security and safety
Growing trends such as urbanization, digital data growth, and increased regulation support demand for security and safety.
Stricter regulation and corporate competition to improve product efficiency are driving demand for energy-efficiency solutions.