“Smart mobility” aims to use technology to improve our personal and social mobility systems. This aspiration is nothing new: it has always been central to the advances made in transport, even before the invention of the steam engine 250 years ago. But the hopes associated with technological change have shifted over the years.

Once we looked to technology to make transport cheaper, faster or safer: “smart mobility” needs to be more sustainable too. The environmental impact of transport is a major concern, requiring mobility solutions that prioritise sustainability and efficiency in response to climate change as well as resource scarcity.


Technology does not operate in a vacuum, however. Our attention is naturally focused on visible technological developments – most obviously in motor vehicles – but we also need to consider less visible contributions to mobility infrastructure, and the broader social and political implications. Mobility is often portrayed as a technological issue but the primary challenge may be social.


Key takeaways:

  • The economic benefits derived from effective transportation are huge but there are costs too. Increasing demand makes addressing sustainability issues more urgent.
  • The route ahead has three stages: switching to more sustainable technologies and approaches, optimising the use of infrastructure and prioritising mobility needs.
  • The investor focus is diversifying, from electric vehicles to upstream and downstream sectors.


Why? Environmental and demand pressures


Mobility and transport systems are of major economic importance. The sector directly accounts for more than 5% of GDP in the U.S. and EU. The sector’s contribution to the economy is not limited to its direct effects, but also extends to indirect effects that are immeasurably greater. The transport sector plays a crucial role in connecting goods and services to markets, in providing access to jobs, education and health care, and in driving economic growth. By facilitating access to opportunities, it is also essential for reducing poverty and building prosperity.


In this CIO Special, we further examine the details of what "smart mobility" will mean in the years ahead and explore what the impacts and opportunities will be for society, and investors.


The CIO Special below is available to download. Please refer to the Important Information at the end of the memo for disclosures and risk warnings.



In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns. Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.

Change of name: As part of Deutsche Bank’s Private Bank, the former International Private Bank also adopted this title on July 20, 2023.

The content and materials on this website may be considered Marketing Material. The market price of an investment can fall as well as rise and you might not get back the amount originally invested.  >The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consider the sales restrictions relating to the products or services in question for further information. Deutsche Bank does not give tax or legal advice; prospective investors should seek advice from their own tax advisers and/or lawyers before entering into any investment.


Related special reports

See more