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                                                    2030 Themat ic Roadmap:
        2030 THEMATIC ROADMAP: 150 TRENDS
 2030 Thematic Roadmap: 150 Trends


                                                                                     150 Tr ends
     2030 Thematic Roadmap: 150 Trends
                                                                                                                                                                                Ageing population
 Barclays’ Sustainable & Thematic   Impact                                                                                                                                    Conscious consumer        Electric transportation
                                                                                                                                                                                                        Shifting economic power
 Investing Research analysts developed  100                                                                                                                             Predictive healthcare analytics  Ageing population
                                                                                                                                                                                                         Renewable energy
 a 2030 thematic roadmap outlining                     Impact                                  Clean water & sanitation                              Cyberterrorism           Industrial robotics    Conscious consumer       Electric transportation
     Barclays’ Sustainable & Thematic
                                                                                                                                                                                 Sustainable
                                                                                                                                                                                                          Artificial intelligence
     Investing Research analysts developed
 150 trends across six thematic paradigms              100                                                                                              Longevity  Robotic surgery  food systems  Predictive healthcare analytics  Shifting economic power
                                                                                                                                                                                                         Streaming economy
                                                                                                                                                                                                     Industrial robotics
                                                                                                                                                                                 AI drug
 that are likely to dominate the investment   90       3D bioprinting  New superstate  Space                            Clean water & sanitation   Smart cities tech  Plant-based Cyberterrorism  Biofuels  Sustainable         Renewable energy
     a 2030 thematic roadmap outlining
                                                                                                                                                                                discovery
                                                                                                                                                                                                        Digital payments & FinTech
                                                                                                                                                                       diets
                                                                                                                                                                                                                                 Artificial intelligence
     150 trends across six thematic paradigms
 discussion over the next decade.                                                                   migration  Africa rising        Smart         Civil unrest  monetisation  Urbanisation  Land       food systems             Streaming economy
                                                                                                                                                                                          Robotic surgery
                                                                                                                                                                  Data
                                                                                                     Mass
                                                                                                                                                                               Longevity
                                                                                                                                                                                                        Industry 4.0
                                                                                                                                                                                                        AI drug
                                                                                                                                                                              Deglobalisation
                                                                                                                                  buildings
     that are likely to dominate the investment     Microchip implants         Hydrogen fuel cell  New superstate  Circular  Smart homes  Personalised          Battery technologies Smart cities tech  degradation Plant-based 5G  discovery  Biofuels  Digital payments & FinTech
                                                                                3D bioprinting
                                                                                                               Space
                                                        90
                                                                                                                                                                                              diets
                                                                                                                                                                                                  AgriTech
                                                                                                                                          medicine
                                                                                                                                                        Quantum
                                                                                                                                                                                                    Urbanisation
                                                                                                                                                                                         Data
     discussion over the next decade.
 Each of these trends has the possibility     Meat tax                                             Vertical  economy        migration  Africa rising    computing     Cannabis  Digital ethics monetisation  Natural resource scarcity  5G  Industry 4.0
                                                                                                                             Mass
                                                                                                                                                           Smart
                                                                                                                                                                               & privacy
                                                                                                                                                                         Civil unrest
                                                                                                                                                                                        GM food
                                                                                                                             Sustainable
                                                                                                                                                                                                               Land
                                                                                                   farming
                                                                                                                                          Modern warfare
                                                                                                                                                                                                     Deglobalisation
                                                                                                                                                         buildings
                                                                                                                                                                                                        Cybersecurityadation
                                                                                                                                                                  Personalised
 to fundamentally disrupt specific areas   80  DNA data storage              Microchip implants         Hydrogen fuel cell     fashion  Circular  Sustainable packaging  High-speed  Ocean economy  Quantum  Carbon pricing  Digital ethics  degr  AgriTech
                                                                                                                 Lifelong
                                                                                                                                                   Smart homes
                                                                                                                                                                                       Battery technologies
                                                                                                                                                                  medicine
                                                                                                                                                                                   Energy
                                                                                                            Insect learning
                                                                                                                           Vertical
                                                                                                                                     economy
     Each of these trends has the possibility
 of society by 2030. While some of these                80             Meat tax  Autonomous vehicles        protein        farming  & ingredient  Edge computing  rail  Microfinance  storage  IoT Cannabis  & privacy  GM food  Natural resource scarcity
                                                                                                                                                                               computing
                                                                                                                                    Clean label
                                                                                                                                                    Sustainable
                                                                                                                                                                  Modern warfare
                                                                                                                                                     Carbon capture
                                                                                                                                                                                                                              Cybersecurity
                                                                                                                                                       fashion
                                                                                                                                                                                                             Carbon pricing
     to fundamentally disrupt specific areas
                                                                   DNA data storage
                                                                                                                                         Lifelong
 trends are relatively speculative, others                  Cultured meat                               Autonomous vehicles        transparency      & storage  Technology Sustainable packaging  High-speed  Ocean economy  Energy
                                                                                                                                                                     Antimicrobial resistance
                                                                                                                                                           Education
                                                                                                                                    Insect learning
                                                                                                                                                                     Sustainable
     of society by 2030. While some of these
                                                                                                                                                            Clean label
 build on risks that have already begun   70             Personalised nutrition      Cultured meat      Commercial  Plastic  E-cigarettes protein  Environmental  & ingredient  Edge computing  rail  Microfinance  storage  IoT
                                                                                                                                                                     tourism
                                                                                                                                                                              Climate migration
                                                                                                                                                                                                 Omnichannel retail
                                                                                                                                     Facial
                                                                                                                                                                            Carbon capture
                                                                                                                                                                Waste management
     trends are relatively speculative, others
 to crystallise. These are not predictions,                                                             drones  alternatives    Gig recognition  protection  transparency   & storage  Technology  Antimicrobial resistance
                                                                                                                                                                                   Education
                 Barclays’
                                                                                                                                                            Manufacturing/Construction tech
                                                                                                                                                                                            Sustainable
     build on risks that have already begun
                                                                                                                                                     E-cigarettes
                                                                                                                                                                                            tourism
 but they provide food for thought and                  70                        Personalised nutrition   Remote patient     economy  HFSS food  technology  Experiential retail  Environmental  Waste management  Climate migration  Omnichannel retail
                                                                                     Digital detox
           Sustainable &
                                                                                                                                               Geospatial
                                                                                                                                                             Facial
                                                                                                                                                                                                         Shared mobility
                                                                                                                                Commercial
                                                                                                                                           Plastic
                                                                                                                                                          recognition
     to crystallise. These are not predictions,
                                                                                                                                        alternatives
                                                                                                                                                                                   Manufacturing/Construction tech
 a starting point for debate.  60                                                                           monitoring          drones  regulation     Biodiversity    protection  Experiential retail
     Thematic Investing
                                                                                                                                                        Gig
                                                                                                                                                          loss
                                                                                                                             Energy
     but they provide food for thought and                                                                   Digital detox   poverty  Remote patient  infrastructure  HFSS food  Deforestation                                  Shared mobility
                                                                                                                                                                       Geospatial
                                                                                                                                               Overseas economy
      Research analysts
                                                                                                                                                                      technology
                                                                                                                                                              regulation
     a starting point for debate.
                                                                                                                                    monitoring
       developed a 2030
 Given the growing relevance of ESG                     60           Digital twin                            Nuclear              US healthcare  investment Energy  Personalised Overseas  Biodiversity  eSports
                                                                                                                                                                                 loss
                                                                                                                                                                 marketing
                                                                                                             power
                                                                                                                                  reform
                                                                                                                                                                                               Global tax
                                                                                                                                                     poverty
 and Thematic Investing, clients of   50  Designer baby                                                                              Nuclear  Voice recognition       infrastructure  Blockchain  Deforestation  Emerging
      thematic roadmap
                                                                                                                                                                         3D printing
                                                                                                                                                                                               reform
                                                                                                                                                                                                       middle class
                                                                                                                                                                      investment
                                                                                                                                                                                       Personalised
     Given the growing relevance of ESG
    outlining 150 trends
 Barclays Investment Bank can access                                                          Digital twin       Obesity     Food waste  Air pollution    US healthcare  Beverage innovation  marketing Opioid epidemic  eSports  Global tax  Emerging
                                                                                                                                     power
                                                                                                                                                          reform
                                                                                                                                                            Halal economy
     and Thematic Investing, clients of
                                                                                                                                                                    Voice recognition
                                                                                                                                                                                                3D printing
                                                                                                                                                                                                         Blockchain
  the accompanying report entitled       Supersonic travel  50  Cloning Designer baby  Fake news &                         Dark web       Personalised         Malnutrition  Connected        Augmented reality       reform  middle class
     across six thematic
                                                                                                                                                                             industrial worker
                                                                                                                                            insurance
     Barclays Investment Bank can access
                                                                                      misinformation
                                                                                                                                                     Virtual
                                                                                                                                                     Food waste
 “2030 Thematic Roadmap: 150 Trends”                               Biohacking        Cloning              Cryptocurrencies  Distributed power  Obesity  assistants  Air pollution  Halal economy  Beverage innovation  Opioid epidemic
     paradigms that are
                                                                                                                                                                                      Direct-to-
                                                                                                                                                            Advanced construction materials
                                                                                                                                                                                                  Societal inequality
                                                                                                                                                                                      consumer
                                                                                                                                                                                                    Connected
                                                                                                                                                                 Personalised
      the accompanying report entitled
                                                                                                                                                   Dark web
       likely to dominate
 on Barclays Live for more information   40             Hyperloop  Supersonic travel                           Fake news &        Renting & sharing  PAYG Distributed power  Food-as-a-service Virtual  Malnutrition  industrial worker  Augmented reality
                                                                                                                                                                   insurance
                                                                                                                                  economy
                                                                                                                                                          Women
                                                                                                                                                                               Wellness economy
                                                                                                                                  Cryptocurrencies
                                                                                                               misinformation
                                                                                                                                                                                                             Direct-to-
     “2030 Thematic Roadmap: 150 Trends”
          the investment
 on the roadmap methodology, analyst                    40                                  Biohacking         Smart meters  Textile & fabric innovation  social care  empowerment  Smart grid assistants  Advanced construction materials  Societal inequality
                                                                                                                                                                                               Wearable technology consumer
                                                                                                                                                                                         Food-as-a-service
                                                                                                                                                          Renting & sharing
     on Barclays Live for more information
                                                                                                                                            Service & delivery robots
     discussion over the
 views and theme catalysts.                                                      Hyperloop          Localised                          Smart meters       economy  Housing 2.0  PAYG  Women           Wellness economy
                                                                                                                                                                                empowerment
     on the roadmap methodology, analyst                                                  Medical  manufacturing &                Fracking  Diversity & inclusion      social care  Micromobility  Smart grid         Wearable technology
             next decade.
                              30
                                                                                                  micro-factories
                                                                                                                                                 Textile & fabric innovation
     views and theme catalysts.                                                           tourism                        Competition for talent  Smart      Virtual reality Service & delivery robots  Housing 2.0
                                                                                                                                                                             AI radiology
                                                                                                                            Localised
                                                                                                                  Medical  manufacturing &  supermarkets  Fracking  Diversity & inclusion            Micromobility
                                                        30                                                        tourism  micro-factories                                         Virtual reality  AI radiology
                                      Technology & Innovation     Synthetic trees                                              Digital  Sleep tech  Competition for talent  Smart
                                                                                                                                                       Next-gen workforce supermarkets
                                                                                                                              influencers
                              20      Consumer, Food & Retail  20  Smart  Social credit system  Smart Synthetic trees             Crowdsourcing      influencers  Sleep tech  Next-gen workforce
                                                                                                                                                       Digital
                                                                Technology & Innovation
 AUTO COMPONENTS INDIA  n  AUGUST 2020  10  0  Health & Modern Science 10  Industrials, Manufacturing   30  dust  40   50    Consumer-to-consumer   Consumer-to-consumer   80                90               100                           AUTO COMPONENTS INDIA  n  AUGUST 2020
                                                               dust
                                      Industrials, Manufacturing
                                                                                              Social credit system
                                                                Consumer, Food & Retail
                                      & Transportation
                                                                                                                                                          Crowdsourcing
                                                                                                      Myopia epidemic
                                                                & Transportation
                                      Energy & Environment
                                                                Health & Modern Science
                                                                                                                              Myopia epidemic
                                      Society & Culture
                                                                Energy & Environment
                                                                Society & Culture
                                                  10
                                                                   20
                                                                                                                                         60
                                                                                                                                                          70
                             Source: Barclays Research
                                                                                                                                                                                                                                    100
                                                                                                             30
                                                          0
                                                                                            20
        22    DECEMBER 2020
                                                                                                                                                                                                         www.autocomponentsindia.com
 32  www.autocomponentsindia.com                       Source: Barclays Research  10       MOBILITY ENGINEERING               40               50               60               70               80   Likelihood   90       Likelihood   33
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