These trends can endure throughout an economic cycle, potentially offering resilient growth potential to portfolios.
We present two additional unstoppable trends to which we recommend having exposure for 2021 and beyond:
Digitization: The age of hyper-connectivity addresses the next stage of the digital revolution, which we believe that 5G wireless data and other technologies are set to unleash.
Greening the world explores how market forces are increasingly driving the transition to renewable energy supplies, and the gains in technological innovation, electrification and efficiency we expect.
We also update the case for two of our existing unstoppable trends:
The rise of Asia: Asian development in a G2 world looks at the region’s increasing importance to the world economy, and the influence of ongoing strategic competition between the US and China.
Increasing longevity sets out how innovative healthcare-related technologies could help meet the challenges posed by rapidly aging populations.