As the new decade opens, so too does a fresh era of trends with the potential to disrupt the status quo in business and society. So how should investors consider trends ranging from 3D bioprinting and the ageing population to facial recognition and shared mobility as they construct their portfolios?
To assist those investors thinking long term, Barclays’ Research analysts identified 150 thematic trends across six broad paradigms, including: 1) Technology & Innovation; 2) Consumer, Food & Retail; 3) Industrials, Manufacturing & Transportation; 4) Health & Modern Science; 5) Energy & Environment and 6) Society & Culture. The team then analysed the degree to which each of these trends will likely impact society by 2030. While these are not predictions, they provide food for thought as investors begin to shape portfolios for the coming decade.
Our analysis marks the 2020s as the decade of decarbonisation (Clean Tech & Renewable Infrastructure), the acceleration of enabling technology (5G, AI & IoT), ongoing demographic shifts (Global Ageing & Urbanisation), the rise of the conscious consumer (Healthy Living & the Circular Economy) and the shift towards a smart society (Predictive Healthcare & Smart Cities).