Singer Growth Economy - Singer Capital Markets

Our economy must recoup the considerable costs of recent crises and our firm belief is that this can only be achieved by stimulating productivity in our great nation’s innovators, disrupters and challengers. The Singer Growth Economy highlights opportunities across four overarching themes. Within these themes we have identified what we believe to be the most powerful growth drivers shaping the future of our economy, playing out not over months, or even years, but over decades.

The Singer Growth Economy Themes

Health & Wellbeing of the Population

The next decade will see continued convergence of healthcare, technology and consumer industries resulting in healthcare becoming more personalized, digitized, preventative and seamlessly integrated into daily life.

Growth Drivers

Genomic-based Technologies

Personalised & Preventative

Biology-led Drug Discovery

Efficiency through the Cycle from Discovery to Consumer

Health Monitoring

Nutrition

Transition to a Sustainable Economy

The Sustainable Economy is an alternative vision for growth and development built on transformational technological drivers that are required to address climate and environmental challenges.

Growth Drivers

Climate Change & Energy Transition

21st Century Infrastructure

Water, Energy & Food Security

Waste Management, Recycling and Product Life

Advanced Materials

Growing and Ageing Population

Innovation & Emerging Technologies

We believe that the Digital Revolution that started in the 1960’s has decades to run with tech spending as a percentage of GDP set to double in the next 10 years.

Growth Drivers

Digitisation and Process Automation

Business Resilience and Cyber Security

Big Data & AI

Cloud Computing

Blockchain Technology

Communications Infrastructure

Creative Entertainment

Geopolitics & Demographics

The world is seeing a period of acceleration in change. Changing geopolitical orbits are driving, for example, supply chain revolutions. Defence is at the heart of government thinking again, and the ageing western population continues to challenge the historic consensus.

Growth Drivers

Security of Supply Chains and Re-Industrialisation of the Developed World

National Security & Defence

Developing Working Practices and Attitudes

Increasing and More Complex Regulation

Democratisation of Finance and Emerging Global Wealth

Consumer Evolution

Education