Technology

Technology covers many areas and crosses through other themes such as the energy transition, however can broadly be presented in the following categories:

Artificial intelligence
Blockchain
Mobility
Chips
Robotics
Space economy & communications

The impact from technology for society is to democratize access to new services and platforms to billions of people around the world further generating huge growth opportunities. Technology is also helping drive the UN Sustainable Development Goals to help 100s millions people out of absolute poverty.

Numerous investment opportunities have arisen of the decades but many more are still emerging with the power to disrupt and continue to the cycle of creative destruction seen through the ages. The challenge for the investor is to invest in the disruptors long term and avoid the disrupted long term.