New technologies have provided attractive investment opportunities over the past decade. Disruptive innovation themes are likely to do so over the next – from artificial intelligence and robotics to genomics and cleantech.
Since 2007’s iPhone launch, digital ecosystems have developed immensely but we believe we’re about to enter a new exponential tech age. By 2030, over 2 billion new users could be online via increasingly powerful mobile devices and technology may become even more common in every aspect of life. Climate and health themes are likely to intensify as well. Innovations like quantum computing, decentralised finance (DeFi) and the space economy are on the horizon too. These structural themes are likely to define tomorrow’s winners.
Through thematic research, our investment analysts are looking to expand our understanding of long-term structural trends. Our ambition is to help our clients by identifying tomorrow’s winning themes and offering investment opportunities linked to them. Thematic investing can also help our clients be ready for the numerous disruptive innovations that we believe are likely this decade. We believe our clients can help create a better future by investing in themes falling into the people, planet and productivity pillars of thematic investing.
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