This podcast episode of "Thoughts on the Market" explores three key secular themes that will impact markets: longevity, AI tech diffusion, and decarbonization. The hosts highlight initial insights and opportunities at the sector level through the lens of three big numbers: €5 trillion for decarbonization, $140 billion and $77 billion for longevity, and $500 billion for AI tech diffusion. These investments will have a significant impact on various sectors, including utilities, grid operators, pharma, and data centers.
