Jay Jacobs, Head of Research & Strategy and Pedro Palandrani, Research Analyst at Global X ETFs weigh in on the biggest sectors and industries ripe for disruption in the year ahead and how advisors can capitalize in their portfolios.
2022 is the perfect storm for disruption. Jacobs and Palandrani point to the evolution and integration of several key technologies such as robotics, AI, blockchain and electric vehicles alongside the rapidly changing demographics and consumer demand patterns as major drivers for widespread disruption. The Global X Research Team’s rigorous approach draws from leading industry experts as well as quantitative and qualitative measures, to help investors navigate opportunity and prepare for the evolving road ahead.
Supply chain strains, labor shortages and an aging population will help catapult robotics adoption, predicts the Global X team, estimating that the industrials robotics market could double in size the next decade. This trend has the potential to lower the prices of goods and services over time, while boosting overall productivity. Similarly to robotics, blockchain technology has seen increased adoption within the last several years and has the potential to ease major transactional and supply chain inefficiencies in the decade ahead.
At the same time the shift from a physical to digital economy has driven sustained demand in sectors like e-commerce, digital infrastructure and experiences. Companies who have successfully digitized and adapted to new technologies and consumer expectations have proved resilient.
Electric vehicles, supported by infrastructure spending, innovations in lithium batteries and a global awareness of sustainability and climate change regulations, could be on the precipice of a major breakthrough. Global X predicts that electrified mobility could be 10x what it is today by 2030, representing a $1.4T opportunity. Lastly, healthcare has seen a wave of innovation over the last 24 months. Breakthroughs in genetic technology, digital transformation and AI technology is laying the path for continued disruption at an accelerated pace.
Global X offers more than 90 ETFs spanning a diverse range of sectors across thematic growth, income and international access categories and manages roughly $43B in assets
To learn more, register & watch Global X’s webcast: Looking Ahead with Charting Disruption in 2022.
The convergence of several disruptive technologies – such as robotics and AI, electric mobility, as well as the blockchain – is creating unprecedented opportunity, while also upending many long-standing industries. At the same time, new generations of consumers with distinct preferences are rapidly changing demand for key staples, such as food, water and health care, as well as immersive experiences via the digital economy. Meanwhile, an evolving relationship with the physical environment is heralding an era of unique challenges as we grapple with climate change and modernizing our infrastructure. In this webinar, the Global X research team explores these changes and identifies what they believe will be among the most critical developments for 2022 and beyond.