Thematic investing
Digital Innovations
The Digital Innovations strategy invests in the technologies that are enabling corporate enterprises and heavy industries to overcome obstacles, raise productivity, and increase profitability in the 21st century.
%, annual growth of software spending across enterprises (CAGR)
%, share of robotics as a share of capital investments across industries
USD trillion, forecasted spending on cloud infrastructure through 2026
Why invest in digital innovation?
The landscape of business is more complicated than ever. Competition is getting stiffer even as globally dispersed supply chains and end markets face increasing disruption. Meanwhile, locally, workforces are growing older and labor costs heavier, jeopardizing productivity and financial margins. Digital innovation is also intensifying and enabling transformative growth. Moreover, as data sharing and digital economies expand, new threats such as infectious malware are growing in scale and destructive cost.
The strategy
The Digital Innovations strategy invests in the technologies underpinning the automation and digitization of business and industry. Front and center are companies manufacturing or enabling AI and microchip processing, software tools, network connectivity and cloud computing – all of which provide the building blocks for companies everywhere to make more products of better quality at lower costs. The strategy also invests in cyber-security solutions that shield company IP and data systems.