Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.

Topics covered include:
  • Transportation revolution is disrupting the automotive industry
  • Rationale for its inclusion as a key investment theme
  • Investment opportunities in transportation revolution

Stock examples are intended for illustrative purposes only and are not indicative of the historical or future performance of the strategy or the chances of success of any particular strategy. References made to individual securities should not constitute or form part of any offer or solicitation to issue, sell, subscribe or purchase the security.


Shared mobility as a service: services that provide users with short-term access to transportation modes on an ‘as when needed' basis.

Moore’s Law: coined in 1965 by Intel co-founder Gordon E Moore, it is the ability to roughly double the number of transistors that can fit onto a chip (integrated circuit) every two years.