Long-term investment themes Explore a world impacted by the mega trends

Automation and Robotics A fourth industrial revolution is underway, which we believe will transform the future of manufacturing.

Rising IT penetration in the manufacturing sector will likely lead to a new wave of automation investment in developed countries, we think. Higher wages and challenging demographic developments will increase costs for emerging market (EM) manufacturing companies, driving automation investment.

Education services With limits to many governments’ education resources, there is increased opportunity for the private education market.

The annual global market for education spending is around USD 6trn and is expected to increase at a high-single-digit rate over the next few years. Education improves career prospects and reduces risk of unemployment, with many governments being limited in resources for education there is increased opportunity for the private education market.

Emerging market healthcare An aging EM population requires stepped-up investment in healthcare. We believe global healthcare companies can benefit.

According to the UN, the 65-year plus demographic will rise to 15% from 10% of the EM population by 2030. The value of the healthcare sector in emerging markets is forecast to grow at 6.3% annually over the next decade, double the pace of developed markets.

Energy efficiency Stricter regulation and corporate competition to improve product efficiency are driving demand for energy-efficiency solutions.

End-users seek to reduce power demand at the source, cutting CO2 emissions, saving resources and lowering payback periods. These concerns make efficiency a business imperative for hosts of companies and consumers.


Long-term investment themes

Mass transit rail

3 May 2017

Mass transit rail

Rapid urbanization will strain mass transit systems, providing opportunities for infrastructure investment over the long term.

Oncology

28 April 2017

Oncology

Advances in cancer therapeutics will create new multi-billion dollar opportunities for successful drugs.

Clean air and carbon reduction

13 April 2017

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.

Medical devices

7 April 2017

Medical devices

The medical device industry has matured but opportunities exist for increased penetration in Emerging markets where affordability is on the rise.

Water scarcity

5 April 2017

Water scarcity

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

28 March 2017

Emerging market healthcare

An aging EM population requires stepped-up investment in healthcare. We believe global healthcare companies can benefit.

Education services

28 March 2017

Education services

With limits to many governments’ education resources, there is increased opportunity for the private education market.

Agricultural yield

27 March 2017

Agricultural yield

The world faces a growing food production crisis as the global population increases. Companies that help to boost agricultural yields stand to benefit.

Retirement planning

21 March 2017

Retirement planning

Changing demographics are increasing demand for retirement planning, benefiting wealth and asset managers.

Obesity

13 March 2017

Obesity

Urbanization and rising per-capita GDP in EMs will contribute to an ever-greater prevalence of global obesity.

Waste management and recycling

27 February 2017

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

18 February 2017

Emerging market infrastructure

Growing urbanization and high economic growth rates will drive demand for infrastructure investment in EMs.

Retirement homes

10 February 2017

Retirement homes

A larger population of seniors and evolving social trends support opportunity in retirement homes investment.

Automation and Robotics

3 February 2017

Automation and Robotics

A fourth industrial revolution is underway, which we believe will transform the future of manufacturing.

Security and safety

18 January 2017

Security and safety

Growing trends such as urbanization, digital data growth, and increased regulation support demand for security and safety.

Energy efficiency

22 November 2016

Energy efficiency

Stricter regulation and corporate competition to improve product efficiency are driving demand for energy-efficiency solutions.