The megatrends shaping the portfolios of 2030 and beyond
The plates under the global economy are shifting
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
To make sense of these rapid changes, we have defined four megatrends that we expect to drive private investment performance and capital allocations for the remainder of this decade – and beyond.
Structural drivers: the four key megatrends
Demographics
Changes in population structures could transform labour forces, radically shift demand patterns, and reshape the global economy.
Decarbonisation
Moving away from fossil fuels may create a generational opportunity in renewable energy and its supporting infrastructure.
Digitalisation
We think AI and robotics will together accelerate the digital revolution in more and more industries.
Deglobalisation
Increased geopolitical risk could encourage global companies to adjust their supply chains to favour friendly countries.
Responsible investing
Visit our site for responsible investing, which hosts a range of educational and thought-provoking articles, blogs and videos as well as a wealth of information on investment stewardship activity.