In this thematic outlook, Stephen Freedman of Pictet Asset Management outlines seven science, technology and sustainability trends expected to drive returns over the coming year and beyond
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Ageing demographics, preventative healthcare and AI-enabled drug discovery converge with productivity gains from agentic AI and accelerating robotics adoption.
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Clean energy expansion highlights storage as the next bottleneck, with global capacity growing rapidly alongside advances in battery duration and hydrogen.
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Climate adaptation and cyber security emerge as investable necessities, as extreme weather losses rise and machine-driven cyber threats intensify.
Which of these themes will translate into durable earnings growth? The full report explores where structural change meets portfolio opportunity.
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