Future Themes —
Tomorrow’s world today
Research ideas submitted this cycle
Structural areas identified
Key research themes defined
sustainability, systems, society, and Science
These four structural areas are our Future Themes research categories. Get an introduction to the program and our 10 key research themes from Portfolio Manager Dáire Dunne. By focusing on the trendlines shaping our world, we believe we can identify attractive investment opportunities ahead of the market.
By providing capital for water-related solutions, investors can help forestall a crisis, while potentially generating attractive long-term returns for their clients.
We will explore drivers of permanent climate migration, the range of economic and geopolitical impacts, and potential near- and longer-term investment implications.
In our second Future Themes event, members of our investment team discuss the growing importance of water scarcity, climate migration, and how we integrate climate research into our investment process today.
EM-ification of DM
Research suggests that many developed markets are beginning to resemble their emerging markets counterparts in some ways.
Digitization of money
We evaluate cryptocurrencies as an asset class, explore the future of central bank digital currencies, and highlight eight exciting impacts of blockchain technology.
In our third Future Themes event, members of our investment team discuss the impacts of two global phenomena — the digitization of money and the EM-ification of developed markets.
Through the lens of three diverse personas, our investors explore the future of society by examining a range of topics including the impact of extended life expectancy, the importance of scalable, technology-led education, and the emerging focus on personal development.
A 20-year-old living in an emerging market, a 45-year-old living in a developed market, and a retiree in China – these are the diverse lives of the future our investment team explores in the fourth event of our Future Themes series.
What is the factory of the future? What are the implications if we had gene sequences for an entire population? What is the future of collaboration? Our investors research how automation will impact these three important questions.
In our final event of the Future Themes series, our investment teams explore both the fears and benefits around the future of automation. How will factory, medical and enterprise automation evolve in the years ahead?
PAST INSIGHTS: GETTING AHEAD OF THE FUTURE
Over the years, our Future Themes research has preceded and helped investors prepare for real-world events.
Views expressed are those of the authors and are subject to change. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. This content is for informational purposes only and does not constitute investment advice or an investment recommendation, nor should it be viewed as an endorsement of any crypto currency or the merits of cryptocurrency investing. For professional or institutional investors only.