5 inevitable and investable growth drivers
发布时间 2025-01-13 07:00:00 来源
摘要
One way to find great investment opportunities is to ask yourself what must change over the years ahead. In this episode, Baillie Gifford partner Stuart Dunbar explores the increased use of robotics to fill gaps in the workforce and medical advances that help keep healthcare affordable, among other transformational themes. Background:Stuart Dunbar is a client relationship director and coordinates Baillie Gifford’s global marketing and product development activity, which includes responsibility for the firm’s Actual investors campaign (https://www.bailliegifford.com/en/uk/individual-investors/about-us/actual-investors/?utm_campaign=Actual+3&utm_medium=shortlink&utm_source=advert).For this Short Briefings… episode, he challenged himself to identify five transformational growth drivers that are both inevitable and investable. His picks cover:* the rise of robotic systems that can make sense of their immediate environment and act autonomously* the intelligent design of drugs and other efforts to deliver less costly, more effective healthcare* the energy transition to renewables and electrification of transport* greater dependence on the infrastructure underpinning digital payment systems* the dawn of automated transport, including driverless trucks and delivery dronesDunbar explains the factors making these forces of change necessary, including the ageing populations of many developed countries, the resulting labour shortages and rising medical budgets.He also names some of the companies we have backed that could benefit, either by pioneering new or better ways of doing things or by playing critical roles in the involved supply chains. These range from John Deere & Co, whose self-driving tractors and precision-applied pesticide technologies help farmers increase yields and cut costs, to Nexans and Prysmian, whose extra-high-voltage cables connect offshore wind turbines to onshore energy grids.Resources:Actual investing: why thinking differently matters (https://www.bailliegifford.com/en/uk/individual-investors/insights/ic-article/2023-q2-actual-investing-why-thinking-differently-matters-10030238/)Christiana Figueres: stubborn optimism (https://www.globaloptimism.com/why-stubborn-optimism)Eureka Alert: Cheryl Mehrkar’s robotic surgery (https://www.eurekalert.org/news-releases/1065599)Michael Lewis: Going InfiniteStuart Dunbar on growth investing (video) (https://www.bailliegifford.com/insights/ic-video/2023-q2-investment-beliefs-global-videos-growth-investing-10020541/)Zeke Faux: Number Go UpPast Short Briefings… episodes Companies mentioned include:Adyen (https://www.adyen.com/)Amazon (https://www.aboutamazon.com/about-us)Aurora Innovation (https://aurora.tech/)CATL (https://www.catl.com/)Coupang (https://www.aboutcoupang.com/)Deere & Company (https://www.deere.com/en/)Enphase (https://enphase.com/)Intuitive Surgical (https://www.intuitive.com/)Keyence (https://www.keyence.com/)Moderna (https://www.modernatx.com/)Netflix (https://about.netflix.com/en)
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