Long-term investment themes

Explore a world impacted by the mega trends

3 May 2017

Mass transit rail

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

28 April 2017


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

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.

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.

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.

28 March 2017

Emerging market healthcare

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

28 March 2017

Education services

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

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.

21 March 2017

Retirement planning

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

13 March 2017


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

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.

18 February 2017

Emerging market infrastructure

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

10 February 2017

Retirement homes

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

3 February 2017

Automation and Robotics

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

18 January 2017

Security and safety

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

22 November 2016

Energy efficiency

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