Read our full analysis for a more in-depth look at these trends.
Addressing scarcity in a transforming world
- We are living beyond our means and running out of natural, technological and human capital resources - 10 themes of scarcity:
- Water, Biodiversity, Rare Earths/Metals, Farming, Waste Disposal, Processors, Health/Wellness, Youth, Skills/Education, Time
- Scarcity is going to accelerate, but we have transformative thematic solutions and identified c$8tn of market cap in enablers across scarcity tech, circular economy, natural capital, infrastructure, materials and more
Rising childcare costs starting to bite
Childcare payments have risen over 30% since 2019, pressuring families to spend less and draw on savings more across all incomes.
Will silver spenders continue to outpace the young?
The gap in spending growth between the older and younger generations may narrow, but is unlikely to completely disappear.