The ongoing transformations in the way people and goods will be transported are triggering mobility’s second historical inflection point, with far reaching impacts on the existing transport infrastructures and technologies. Starting with the decarbonization of the transport, which goes beyond the simple introduction of electric cars (EVs) and encompasses heavy goods vehicles (HGVs), shipping and the aviation sectors. The implementation of dedicated clean tech solutions in this regard will lead to material infrastructure investment opportunities in biofuels, synthetic fuels and clean hydrogen and associated fleet charging networks.

Also connectivity of cars will transform each of them into nodes connected to the Internet of Things (IoT) and, together with onboard telematics, will allow vehicles to connect externally through V2X connectivity (e.g. vehicle to vehicle – V2V, vehicle to infrastructure – V2I, vehicle to cloud – V2C). Increased connectivity among vehicles and external world will bring numerous benefits, including improved safety, but also triggering new investment opportunities in advanced logistic platforms that are capable of optimising fleets costs, efficiency, productivity, route planning and whole-life maintenance expenditures.

Finally, the advent of shared mobility models (e.g. bike-sharing, car-sharing) together with autonomous driving capabilities, will lead to growing adoption of technology-enabled new transport services, which will create multiple growth opportunities for Mobility-as-a-Service platforms and their enabling infrastructures (e.g. fleet recharging and management services, multipurpose urban charging and delivery hubs and mobility payment infrastructure platforms).

According to the World Life Fund, “global food production currently accounts for a third of greenhouse gases, 80% of deforestation, 70% of terrestrial biodiversity loss, and 70% of all freshwater use” and current food production still has to increase dramatically to meet growing population demands. The world requires a sustainable solution to feed a growing population, with a healthy and affordable diet, without permanently depleting natural resources. On a planet of finite resources, the circular economy is increasingly recognised as an inevitable choice to ensure and achieve global sustainability objectives. The strong interplay between food system sustainability, human health and the ageing population megatrend, implies that the growing adoption of circular food production and consumptions patterns will support both the environmental-physical sustainability, as well as social-economical sustainability. As more consumers demand more sustainable and healthier food options (like plant-based and non-meat alternatives to proteins), multiple advantages will emerge, like the ability to feeding people and radically reduce CO2 emissions, but also support the decrease in obesity and ensuring that while humanity is growing older, it is also living healthier. People living longer in better health, will be able to work longer and contribute to the economy, reducing pension burden, social costs of healthcare costs and opening up new services tailored to the specific needs of this consumer group. As far as infrastructure investments are concerned, the unfolding of these megatrends will generate attractive investment opportunities in companies active in the creation and management of recovered resources for: (i) the energy market (with ramp up of waste to energy, waste to fuel or waste to product plants); (ii) regenerative models for the collection and treatment of secondary raw materials (electronic equipment, batteries, exhausted oils, plastics,…); (iii) more efficient agricultural solutions (vertical pharming, precision pharming, …) and (iv) investment in firms active in the provision of services for an ageing population, like: diagnostic centres, pharmacy networks, elderly care platforms, technologically supported remote assistance and medical consultation services.