Global Equity Megatrends

Demographics are reshaping the global economy. With an aging population and millennial-driven consumption patterns, businesses are adapting to a growing digital economy.

A demographic shift with an increase in retirees and millennials. Leading to changes in consumption patterns and a growing digital economy.

We believe the industries below will benefit from the demographic shift:

• Digital and Omni-channel commerce
• Fintech
• Digital wallets
• Travel & Experiences

With an aging population and rising healthcare costs, demand for more personalized and value-based healthcare is on the rise.

People aged 65 and older projected to reach 1.6 billion globally by 2050¹, we believe the demand for an affordable, more personalized and value-based healthcare is growing…

These demands are driving businesses to adopt innovative technology to improve quality and reduce cost. We believe below business will benefit from this megatrend:

• Longevity Business
• Value-based Healthcare
• Data-driven Healthcare
• Consumer Self-care

1 Source: United Nation, World Social Report 2023

Energy Infrastructure is evolving rapidly to meet the demands of carbon neutrality and increased electric power consumption. Industries like EVs, battery technologies, and smart grid systems are benefiting from this transformation.

The global push for carbon neutrality, growing demand for electric power, and rise in energy consumption are reshaping the energy infrastructure…

As we embrace this transformation, we believe below industries are leading the charge and set to benefit:

• Electric Vehicles
• Energy Grid Modernization
• Battery Technology

Water is becoming one of the most valuable resources in the world. Climate change and population growth are driving the need for sustainable water infrastructure and management.

Water is life, and it's becoming more valuable than ever. Demand for water is increasing due to factors such as population growth, agriculture and extreme water…

We believe the industries are essential to improve sustainability and efficiency use of water:

• Water Infrastructure
• Water Treatment & Management
• Farmland Irrigation
• Vertical Farming

Pets are becoming integral members of the family. From pet insurance to specialized products, the humanization of pets is creating new opportunities.

Pet ownership has increased significantly over the past three decades. In 2024, 66% of U.S. households own a pet¹…

The increasing importance of pets in family is reshaping the pet industry and sparking growth within:

• Pet Products Retailing
• Veterinary Services & Care
• Drug Development
• Pet Insurance

1 Source: American Pet Products Association (2023-2024)

The digital age is all about personalization. Thanks to 5G connectivity and edge devices, Media is transforming into an on-demand, tailored experience.

5G Connectivity is changing media by enabling on-demand, personalized content delivery…

From connected TV to streaming, media is becoming more tailored than ever.

Business who provides the infrastructure or offering unique product and services will benefit from this megatrend:

• Electric vehicles (EVs)
• Renewable Energy Grid
• Battery Technology

As the push for sustainability accelerates, industries like electric vehicles, specialty materials, and 3D printing are stepping up to reduce carbon emissions and optimize energy use. The sharing economy and automation further bolster this movement, fostering greener, smarter solutions for the future.

Reducing carbon emissions and improving energy use are essential steps toward a cleaner, greener planet. Innovations are paving the way for this transformation…

We believe the industries are at the forefront of this shift:

• Sustainability
• Sharing Economy
• Automation
• Electric Vehicles
• Specialty Materials and 3D Printing

Rising costs and the need for continuous learning are transforming how we learn and teach. Technology advancements are transforming the way how students learn.

Technology advancements has revolutionized the education industry, and offering new possibilities for learning and teaching…

As technology evolves, we believe below industries are important to adapt and embrace for more advancements:

• Courseware Publishing & Management
• Compliance and Training
• Online Learning
• Higher Education & Lifelong Learning

The rise of Smart Systems is transforming industries. From automation to AI, Smart Systems are the future. Are you ready for the connected revolution?

More connected devices and IoT are transforming industries with better efficiency and innovation…

Businesses who are key enablers with unique business model and products will benefit from this trend:

• 5G networks
• Edge computing
• Connectivity services
• Streaming media
• Connected TV