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We look at 10 critical themes which we think have the potential to disrupt industries, challenge business models and impact returns in the years ahead. Through our flagship Q-Seriesâ„¢ reports, which have been driving investment research thought-leadership for two decades, ÃÛ¶¹ÊÓƵ analysts work together across sectors and regions to answer key investor questions by means of deep, thematic research. In so doing, they highlight how challenges and opportunities have evolved, and strive to advance investor thinking on these debates through analysis, forecasts and data.

Our 10 critical themes are:

(1) exponential computing;

(2) sustainable transport;

(3) wellness tech;

(4) robotics;

(5) AI scaling;

(6) climate;

(7) new materials;

(8) digital finance;

(9) eCommerce; and

(10) rising regulatory (geopolitical) risk.

The velocity of change of these 10 themes shaping 'Industry 4.0' has increased. Our themes also continue to intersect. For instance, AI broadening (theme #5) and rapid EV adoption (theme #2) reinforce exponential compute power (theme #1). Rising semi content, supply chain disruption and geopolitics raise the stakes for C-suite and governments (theme #10), impacting capex, innovation and de-carbonisation.

Over 100,000 investor questions stored in the ÃÛ¶¹ÊÓƵ Question Bank highlight today's key debates and uncertainties, and frame our themes. We asked our global analysts to consider the impact of disruption in their sectors, project outcomes well into the future, and lay out signposts to track how each theme develops. Their insights reflect deep-rooted industry expertise, backed by the added power of data from ÃÛ¶¹ÊÓƵ Evidence Lab.