The Long-term investment series contains thematic investment ideas based on long term structural developments.
Calorie demand per person continues to increase, even in countries where food shortages are unknown.
Smart automation will power the fourth industrial revolution, combining the innovation in industrial and IT processes.
Population growth and urbanization across the globe are driving the need for clean air innovations as GDP growth increases.
Rising urbanization and population growth with increasing devices per capita should continue to fuel data growth.
Smartphone penetration has dissolved boundaries of time and place, enabling consumers to buy products whenever and wherever they want.
With limits to many governments’ education resources, there is increased opportunity for the private education market.
An aging EM population will require public healthcare investment in EM to grow sharply to prevent an impending healthcare crisis.
Growing urbanization, the expansion of megacities and economic growth in EM are driving demand for infrastructure investment.
Tech devices and advances have disrupted every aspect of our lives, and spending on the underlying enabling technologies.
Stricter regulation and corporate competition to improve product efficiency are driving demand for energy-efficiency solutions.
The global fintech industry is at an inflection point and set to drive a major digital transformation in the financial services industry.
We expect the demographic profile of frontier markets to lift their medium-term growth potential relative to emerging markets.
As healthcare costs grow, government policy and demographics will be important drivers of increased generic drug sales.
Genetic therapies use genes and cells to treat serious diseases. Replacing defective DNA can remove the cause of an illness and restore health.
An aging population is putting more pressure on healthcare budgets, spurring healthcare providers to explore adopting new technologies.
An aging population and growth of the over 65 year age group will create more opportunities for companies selling medical devices.
Urbanization and rising per-capita GDP in EMs will contribute to an ever-greater prevalence of global obesity.
Advances in cancer therapeutics will create new multi-billion dollar opportunities for successful drugs.
Increasing energy demand from urbanization, population growth, and lower costs will benefit renewable energy.
A larger population of seniors and evolving social trends support opportunity in retirement homes investment.
Changing demographics are increasing demand for retirement planning, benefiting wealth and asset managers.
Growing trends such as urbanization, digital data growth, and increased regulation support demand for security and safety.
As the global population ages, those 55 and older are expected to account for an ever increasing proportion of consumer spending.
Global urbanization will call for structural changes in technology that will alter the way we “consume” mobility in the coming decades.
The combination of declining space launch costs and advances in satellite technology will raise the value of the space economy.
Low waste treatment rates in emerging markets offer big catch-up potential that could lead to extraordinary growth rates.
As the world's population rises, increasing strain is being placed on the planet's limited natural resources.
The world consumes an enormous amount of energy every day. Global demand will continue to rise, driven by trends such as population growth and urbanization.