Road to 2030

Our Road to 2030 research aims to help investors maintain awareness of the transformative themes shaping our world.​
Since we published Road to 2030 three years ago, the world has changed profoundly, with war and a pandemic wreaking havoc on the global economy, and with inflation transforming the political economy that was dominant in the 1990s and 2000s.
Evolving the Road to 2030

Road to 2030 is very much about the structural horizon. It is squarely focused on identifying multi-year structural tailwinds. The purpose of the research is to develop a medium-term roadmap where we identify themes that run through the global economy on a multi-year horizon.

From an investment perspective, we then assess these themes over two time frames, a structural and a cyclical horizon. We invest in structural tailwinds on a multi-year timescale by accumulating favourable structural allocations when they are cyclically out of favour and reducing those allocations when they are at cyclical peaks.

Road to 2030 - Undiscounted change graph

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