Long-term investment themes

Explore a world impacted by the mega trends

19 April 2018

Silver spending

As the global population ages, those 55 and older are expected to account for an ever increasing proportion of consumer spending.

18 April 2018

Digital data

Companies that both enable digital data and invest its infrastructure will likely continue strong earnings growth over the coming years.

10 April 2018

Fintech

The global fintech industry is at an inflection point and set to drive a major digital transformation in the financial services industry.

19 October 2017

Smart mobility

Global urbanization will call for structural changes in technology that will alter the way we “consume” mobility in the coming decades.

23 August 2017

Renewables

Increasing energy demand from urbanization and population growth will benefit renewable energy as lower costs drive competitiveness with fossil fuels.

5 July 2017

Generics

As healthcare costs grow, government policy and demographics will be important drivers of increased generic drug sales.

3 May 2017

Mass transit rail

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

25 January 2018

Oncology

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.

20 February 2018

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.

5 March 2018

Retirement planning

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

13 March 2017

Obesity

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.

5 March 2018

Retirement homes

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

30 January 2018

Automation and Robotics

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

19 April 2018

Security and safety

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

16 March 2018

Energy efficiency

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