Thematic Investing: Transforming World – Q3 2026 Thematic Primer Picks & Stocklist (Global)

研报英文原文证据摘录

Thematic Investing: Transforming World – Q3 2026 Thematic Primer Picks & Stocklist (Global)

Mobility and Safety to play the Smart cities theme

Space “To Infinity And Beyond” – US$2.7tn market by 2045E across “terra firma” investment opportunities (launch, satellite, insurance, contractors etc) and “moonshots”

Total Reality “Metaverse” – US$700bn+ potential mkt by 2025E across virtual/augmented reality, voice/speech recognition, gesture/touchless/haptics etc

3) Thematic Investing – Primer Picks (PEOPLE STOCKLIST LINK)

Future Wellness “Tech care of yourself” – Tech drives progress but has risks: heavy usage exacerbates the risk of loneliness, anxiety, obesity, myopia and depression

Demographics “Power To The People” – Peak Fertility, Greying Population, Inequality, New Asia, Rise of Africa, Immigration, Urbanisation, Future of Work, D&I, Gen C

Ageing “The Silver Economy” – US$15tn Baby Boomer spending power in US alone, opportunities in Healthcare, Financials, Aged-Cared, Consumer

Bottom Billions “Moving on Up” – US$56tn EM middle class spending opportunities across ICT, Financials, Consumer and Healthcare

Education “Let’s Get Smart!” – US$6.3tn market across EdTech, Pre-K12 to Tertiary, Content & Publishing and Student Housing to access the theme

Future of Work “Robo Sapiens” - $14tn opportunity Technology (robots, AI, automation) will transform our working lives and create new work professions (pink/green/new collar)

Millennials & Gen Z “OK Zoomer” - most disruptive generation, growing income 5x to $33tn by 2030, surpass Millennials by 2031, "peak" generation: alcohol, meat, cars, shopping malls

Obesity & Wellness “Globesity” – over 2bn people overweight/obese and US$2tn in obesity related costs but opportunities in pharma, health eating, wellness