Megatrends in action

Capital at risk. All financial investments involve an element of risk. Therefore the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.
Megatrend Research

Climate change
and resource scarcity

Crop failure, widespread flooding,
destroyed habitats and energy shortage
If predictions are correct, by 2100 the average surface temperature of the planet will have risen
Climate change and resource scarcity
0°C
since the late 19th century, and the planet’s resources will become increasingly scarce.
Source: ipcc.ch
Demographics
and social change

Demographics
and social change

Labour shortage, demand on healthcare
and changing consumer demands
The global population could increase by over
> 0 BN
by 2030, and by 2050 a third of the population of 55 countries will be over 60 years old.
Source: un.org
Technological Breakthrough

Technological
Breakthrough

Machines will learn faster than humans and
personal data will be a valuable commodity
0%
Nearly two-thirds of all occupations could see a third
or more of their constituent activities automated.
Source: mckinsey.com*
Rapid Urbanisation

Rapid Urbanisation

Space and accommodation will become
more of an issue in major cities
Two-thirds of the world’s population will live in urban areas by 2050.
In 1950, only 30% lived in urban areas.
0%
Source: Hing, E, Hsiao, C. US Department of Health and Human Services. State Variability in Supply of Office-based Primary Care Providers: United States 2012. NCHS Data Brief, No. 151, May 2014.
Shifting economic power

Shifting economic power

China will become the new superpower, Asia’s population
is growing rapidly, changing the global demographic
China could become the new world superpower by
2018
with India rivalling the US by 2050.
Source: IMF for 2016 estimates, PWC analysis for projects to 2050*
*Date accessed: May 2018

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An examination of structural shifts in the global economy

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  • 5 megatrends shaping our investment thinking
Click on the trend icons to find out more about the 5 megatrends shaping our investment thinking
Shifting economic power
Shifting
economic power
Climate change
and resource scarcity

Climate change
and resource scarcity
Demographics and social change

Demographics
and social change
Technological
breakthrough
Technological
breakthrough
 Rapid
urbanisation
Rapid
urbanisation
X
Shifting economic power
  • The political sphere of influence could shift from Washington to Beijing
  • Businesses could become more powerful than countries
  • We’re all going to need to talk Mandarin
Find out more
Climate change and resource scarcity
  • Western diets will become increasingly plant-based
  • Renewable energy will fully replace fossil fuels
  • Technological advancement will yield man-made materials
Find out more >
Demographics and social change
  • Substantial healthcare spending will create huge opportunity in this sector
  • Robots will replace people to plug the labour gap
  • People will need more money to fund a lengthy retirement
Find out more >
Technological Breakthrough
  • Traditional consumer goods produced by technology companies
  • The global economy should grow as the world becomes more productive
  • Technology will enable solutions to climate change and population problems
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Rapid Urbanisation
  • A whole new city infrastructure could be required
  • Car ownership will become obsolete as autonomous, summon-able cars become mainstream
  • The healthcare system will need to change to cope with demand
Find out more >