Trends Identified
Energy storage
Devices or systems that store energy for later use, including batteries
2013
Disruptive technologies: Advances that will transform life, business, and the global economy
McKinsey
3D printing
Additive manufacturing techniques to create objects by printing layers of material based on digital models
2013
Disruptive technologies: Advances that will transform life, business, and the global economy
McKinsey
Advanced materials
Materials designed to have superior characteristics (e.g., strength, weight, conductivity) or functionality
2013
Disruptive technologies: Advances that will transform life, business, and the global economy
McKinsey
Advanced oil and gas exploration and recovery
Exploration and recovery techniques that make extraction of unconventional oil and gas economical
2013
Disruptive technologies: Advances that will transform life, business, and the global economy
McKinsey
Renewable energy
Generation of electricity from renewable sources with reduced harmful climate impact
2013
Disruptive technologies: Advances that will transform life, business, and the global economy
McKinsey
Artificial intelligence (AI) and automation are likely to revolutionize the industrial landscape
Artificial intelligence (AI) and automation are likely to revolutionize the industrial landscape. This unfolding transformation is already leading to faster earnings growth potential at some of the large companies that have invested in developing these new technologies. This likely leads to new opportunities among start-up or smaller firms as these technologies mature.
2018
Eight long-term trends for growth investors
Morgan Stanley
Leisure time is expanding, allowing people to spend more time on recreational activities.
Leisure time is expanding, allowing people to spend more time on recreational activities. One reason for the growth: People are multitasking leisure activities like social media, gaming and watching TV. This creates potential for earnings gains in sectors like entertainment, travel and media.
2018
Eight long-term trends for growth investors
Morgan Stanley
Demographics and low cost labor, long a driver of economic growth in emerging markets, may play a smaller role in an automated world.
Demographics and low cost labor, long a driver of economic growth in emerging markets, may play a smaller role in an automated world. Countries that have high population growth in an industrial landscape dominated by technologies like AI and robotics could be at a disadvantage. Consider emphasizing countries making investments in the future competiveness of their workforces.
2018
Eight long-term trends for growth investors
Morgan Stanley
Transportation could be very different in the future than it is today.
Transportation could be very different in the future than it is today. Autonomous vehicles, electric cars, high-speed trains, drones and even space travel have the potential to revolutionize the movement of people and products. Understanding these shifts is critical to choosing investments tied to the transportation sector.
2018
Eight long-term trends for growth investors
Morgan Stanley
Genetic research and related medical advances could change health care as we know it.
Genetic research and related medical advances could change health care as we know it. The combination of biotechnology, nanotechnology and data analytics could usher in a new era of preventative and personalized medicine. Quality of life could improve and help drive economic growth.
2018
Eight long-term trends for growth investors
Morgan Stanley