Our long-term investment themes (LTIT) for 2024
We see the key global challenges as: how to sustainably utilise and conserve our global resources; how to provide for the global population, and how to develop key technologies to help us all do this.
As part of our Annual Outlook 2024, we have 11 long-term investment themes (LTIT) grouped into three broad areas: Resource transition, Population support and Next-phase technology.
The division of the LTIT into these three areas is shown in the figure below.
There are a few changes to our existing themes for 2024. The previous Land Resources theme is split into two separate themes – Circular material use and Sustainable food system. We refocus the previous Millennials and GenZ theme to a more explicitly consumption-related theme – Consumption megatrends. We also add a new theme – Digitisation – to our Next-phase technology group.
To find out more about our long-term investment themes (LTIT), download our Annual Outlook 2024 or get in touch below.
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