The Road to 2030 project is an investment led project designed to articulate possible visions of the future, the key drivers behind those outcomes, and to highlight areas of undiscounted change.
The project engaged investment teams at Ninety One around a series of roundtables held in 2019 and 2020. The primary purpose of these exercises was to ask “what if” questions in a structured way, encouraging us as investment managers to stretch our thinking and consider possibilities that seemed remote today. A pandemic, for instance, was one of the potential game changers highlighted early on in our research process, precisely the sort of extraordinary risk such a project should be able to concentrate minds on.
At the very least, the Road to 2030 is a horizon scanning and risk management exercise; at its best, it provides a foundational understanding of the main drivers that will transform markets over the next decade.
仰观宇宙之大, 俯察品类之盛 -
“Raising one’s head to view the vastness of the universe; lowering one’s eyes to inspect the intricacies of things.”
- Calligraphy by the fourth century writer Wang Xizhi
Explore the themes