We live in a time of enduring structural change for societies, economies, sectors and cultures. With varying reach and speed, and driven largely by innovation, transformative forces are shaping long-term sustainable investment opportunities on a global scale.
The mega trends driving this transformation are not new, but the pandemic has accelerated the speed of transformation. While short-term changes continue to heavily influence tomorrow, they are underpinned by longer-term structural changes that will have a far more lasting impact, particularly for investors. We call it the Age of Transformation.