What are Transitioning Societies?
The ongoing growth of the global middle class is “a historical shift not seen for 150 years” . And almost 90% of the next billion entrants into the middle class will be in Asia . This significant demographic shift is likely to bring a consumption boom in the developing world, as consumption patterns move from fulfilling basic needs to more aspirational purchases.
What do Transitioning Societies mean for investors?
This demographic growth is mirrored by opportunities for investment growth. Equity investors can look to companies serving the changing consumption patterns of societies across frontier, emerging and developed markets – from healthcare companies providing access to medicines, to infrastructure projects connecting people and societies.
Why despite a global shortage, we expect continued growth in the semiconductor sector
A shortage of semiconductors is causing supply chain issues across the globe – but while there could be short-term disruption for some end-users, we believe that stronger demand and continued ...
From home automation to self-driving cars: the 3 faces of senior-friendly technology
Innovation is increasingly adapting to the older generation. And not just in the health sector: here’s how technology is set to change the face of home life and travel for “silver surfers”
The thousand faces of the sharing economy (and how our society is changing)
Use instead of ownership, but also more personalized and sustainable consumption in the name of socialization: this is how the sharing economy has turned traditional business models upside down, lead ...
Discover more of the Evolving Economy
Forecast to grow 10-15% annually until 2025, the robotics industry is rapidly changing how we live and work%
Just 9% of retail transactions are made online today, which will likely grow as smartphones adoption rises globally^
Ageing and Lifestyle
The number of over-60s is likely to grow more than five times faster than the under-60 population until 2030*
Huge demographic and environmental changes are forecast to make Clean Tech a US$1.3 trillion market by 2020&
1. UN 2013
2. Brookings institute 2017
* Source: US Department of Commerce, latest data available as of March 2018
^ Source: Citi Research, Citi GPS “Technology at work v3.0”, August 2017
% Source: IFR World Robotics Report 2017, latest available data as of March 2018
& Source: Financier Worldwide, “Investing in the clean technology revolution”, January 2016\
# Source: UN, correct as at March 2018