Key equity themes for the next decade

The World Economic Forum's 2024 report highlights the rapid acceleration of artificial intelligence (AI) as a pivotal development, particularly its transformative impact on scientific research. Breakthroughs in deep learning and generative AI are expediting discoveries, such as accurate predictions of protein structures and the development of new antibiotics. Beyond AI, other long-term equity themes with significant investment potential include advancements in biotechnology, renewable energy, and sustainable infrastructure. While AI has driven substantial returns in large-cap global indices...