Interview, Panel
Thematic Growth Opportunities
- Investor outflows from the prior quarter are projected to reverse within the next three to four months as confidence in growth and recovery strengthens.
- Secular growth themes are anticipated to navigate the current crisis effectively, potentially emerging in a more favorable environment than previously forecast.
- Global company growth exceeding 8% is expected to occur for only about 15% of firms over the next three years, a decline from the historical average of 25 to 30 percent seen over the past 10 to 20 years.
- More than 50 percent of companies are projected to remain in a low growth phase, defined as growth under 4 percent or negative territory, over the coming three years.
- Millennial consumption is forecast to increase by approximately 20 percent over the next five years, while baby boomer and Gen X consumption is expected to decline by 5 to 10 percent.
- Human genome sequencing costs are projected to fall below $100, with turnaround times reaching under 24 hours within the current year.
- The EU's fiscal recovery package is expected to accelerate the transition to a green economy and support providers of environmental solutions.
- China's share of global GDP is likely to rise from 14 percent to nearly 40 percent by the end of this decade.
- Emerging Chinese companies in sectors such as environmental sustainability and genomics are highly likely to prioritize local listings over international markets.
- China has set a target to achieve carbon neutrality by 2060.