Capturing the potential of the future world as we live smarter in the city
The investing potential of the future world – smart cities
Aug 2021 (3-minute read)
Smart bots in action
Digital transformation is bringing in new digital tools at work. Increasingly, we are seeing the application of AI and cloud computing in the workplace.
Increased awareness of the importance of hygiene amid the global public health crisis has raised demand for AI-powered cleaning and disinfection robots in offices, malls and other public spaces2.
9a.m. as you RTTO …
In the logistics industry, for example, there are already robots packing, conveying and lifting goods, and where feasible, delivering the packages to customers3. The embedded advanced technologies and use of AI-algorithms are allowing some companies to ensure safer handling and delivery, or even doing tasks that once could either not be done or would take months.
Similarly, bots in the hospitality sector are already preparing and delivering food and drinks to the tables.
Amid increased funding on robotics research, the global robotics market could grow from 2020’s US$25 billion to as much as US$260 billion by 2030, with market share for professional services robots topping about US$170 billion while industrial and logistics robot sales topping at about US$80 billion4. This could have lasting impact in a smart workplace, while presenting long-term growth opportunities.
Smart bots at the desk
Robotic automation isn’t limited to factory floors or warehouses. Robotic process automation is also in the office, with the focus being on software4.
10a.m. general enquiry conducted on chatbot …
Generally, AI chatbots use natural language processing (NLP) to help users to interact with web services or apps through text, graphics or speech.
For example, some human resource functions may now be performed by an AI chatbot that can help address general enquiries. Chatbots are also being used to automate certain tasks with clients, freeing up time for employees to focus on formulating strategies and product development, or tasks that can only be done by humans.
Overall, an improved customer experience combined with a reduction in costs could help to enhance return on investment in the long run for companies that use chatbots for some of the work and services.
As corporate digital transformation gets underway, enterprise software market leaders could benefit from demand and adoption. And with AI increasingly deployed across all markets, semiconductor companies are also riding on the growth for data centres and professional visualisation platforms.
Digital transformation is bringing about changes in the workplace and some companies are reinventing as they adapt to this evolving environment. A bottom-up active strategy focusing on disruptive trends could help investors seek structural growth opportunities while avoiding those companies less able to adapt to change.
The investing potential of the future world – smart cities
Going beyond the traditional fixed income sectors to tap into the potential of securitisation.
Smart home technology is unlocking a culture of convenience and driving long-term growth opportunities.
The Internet of Things (IoT) is creating a new digital landscape that impacts almost everything from the way how vehicles run to how factories operate. We seek out the opportunities.
Going across the full spectrum of fixed income to navigate an inflationary environment.
We share our views on how tech-savvy consumers in China are pushing consumption to new heights.
Looking at 3Q 2021, we seek out the fixed income opportunities as inflation sets in.
We see new drivers in China health care as the sector catches up with peers in other major markets.
Consider the income potential of China as inflation looms and rates stay low.
We see a broad set of opportunities in China’s onshore and offshore equities as the economy returns to normality.
China’s drive to be a leader in global technology is presenting long-term growth opportunities.
Finding an optimal approach to help drive the momentum of China growth and income in portfolios.
We explore the bond themes and opportunities for 2Q 2021 as inflation picks up.
Evolving structural trends in Asia are providing opportunities for capital growth and income.
Investors could rarely achieve their investment goals by focusing on just one asset. Find out why.
Emerging markets are emerging in multi-income portfolios as the US dollar weakens and consumer demand rises.
Growth potentials have emerged in select sectors as vaccines are distributed across Asia.
Dividend stocks have largely been on the sidelines in 2020 but relatively attractive opportunities are emerging in 2021.
Where are the growth opportunities in Asia as economies recover from coordinated monetary and fiscal support?
Income investors like us have stayed the course as we ride through the four seasons. Where do we see income opportunities?
As the year begins, consider a 2021 list of China A-share ideas as you devise a plan for your investment portfolio?
How much do you know about income investing amid an evolving market environment?
Uneven recoveries in 2021 would imply the need for more active management.
As market volatility could persist in 2021, how can investors cut through the fog of uncertainty?
How a ‘new normal’ could shape investing in equities, fixed income and multi-asset solutions.
What are the investment implications of China’s new economic blueprint and the US elections?
We share our views on how the public health crisis has accelerated some structural growth trends in Asia.
We share our perspectives on potential opportunities arising from evolving consumer behaviours.
We share our perspectives on riding the wave for future growth in tech investing.
With less than a month to go before the US elections, we look at the investment implications for 5 major economic sectors.
A persistent and flexible strategy has become more important ever in seeking income.
Looking at China’s economic recovery and the beneficiaries in the long term.
The potential opportunities and risks in bonds in the last stretch of 2020.
Let's explore the role securitised debt could play in an investment portfolio.
Understand stock valuations for clues to potential opportunities in a market rally.
Understand bond credit rating and broaden potential income opportunities.
Fixed income isn’t just government or corporate bonds, it also includes non-traditional debt securities.
The securitisation market has regained much ground in the past decade.
Diversification sounds easy, but how to do it effectively?