Ten major investment themes for the next decade and their economic impact by sector

  • This report focuses on the major secular themes developing for each sector of the economy.   
  • There are several technological trends we view as sustainable and critical for enhancing productivity and economic growth in the coming years.
  • Investors can find details on components of a well-diversified portfolio.

The coronavirus pandemic has caused an economic shock of historic proportions and is having a major impact on all sectors of the economy. However, the pandemic is accelerating, rather than creating, many structural themes that were already in place. This report reviews the major secular investment trends that will influence the economy and markets in the coming years.

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