TRANSPORTATION & LOGISTICS
reshaping services
The Future Will Be Greener and More Autonomous
While logistics firms like DHL and Amazon employ cutting-edge technology and automation in their operations, overall the sector is at an early stage of disruption with many opportunities for optimization and efficiency. In transportation, highly transformative innovations like autonomous vehicles (AV) are emerging and can be a major part of the future. However, investors need to be aware of today’s investable reality.
The Future State of Transportation & Logistics
TRANSPORTATION
LOGISTICS
Segmentation
Electric vehicle (EV) sales growth will be uneven across different countries and will not be displacing the global stock of internal combustion engines (ICE) for several decades. With the proliferation of autonomous vehicles, individuals will find it less cost-effective to own their own car and the ride-sharing model currently disrupting taxis will be ubiquitous. Labor shortages also loom large for the industry and autonomous trucking could help freight trucking keep pace with the tremendous demand.
Despite growth in annual sales, EVs will likely represent a small share of total cars in 2030
Source: Global EV Data Explorer, International Energy Agency, 2021.
“
The adoption of electric vehicles and automated vehicles will not evolve in the same way or at the same pace in all parts of the world.”
INVESTMENT IMPLICATIONS SUMMARY
financial services
Traditional financial services firms are ripe for disruption. The future will no doubt be weightless, led by the evolving ecosystem of neobanks and payment platforms.
TRANSPORTATION & LOGISTICS
Logistics are at an early stage of disruption with many opportunities for optimization and efficiency. In transportation, highly transformative innovations are on the horizon and promise to be a major part of the future.
Reshaping servIces
The impending wave of technology-driven disruption in the services sector will offer long-term, active investors ample opportunity across a host of industries.
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TRANSPORTATION
LOGISTICS
Segmentation
The pandemic has driven a surge in online shopping that is not likely to fully recede. The new demand for online deliveries has spawned interest in logistics and warehouses in places where online penetration had been exceptionally low – like Spain and Greece. Technology to move goods along from sprawling distribution centers located far from city centers to smaller last-mile warehouses near cities is rapidly evolving and altering location dynamics of warehouses.
LOGISTICS
Segmentation
TRANSPORTATION
healthcare
Advances in medical systems are being made to cater to a new generation of tech-savvy consumers leading to a major shift in how healthcare is delivered globally.
Public Equity
Public and Private Debt
Real Estate and Infrastructure
Venture Capital
Private Equity
Participating in fragmented AV landscape
Digital platforms to optimize supply chains and logistics
Europe offers new opportunities and challenges in logistics real estate
Green technology alters the locational analysis for warehouses in the US
Opportunities in the transition to greener and smarter infrastructure
A very long road for EV presents ICE opportunities for debt investors
Logistics incumbents embracing cloud technology will thrive
Public Equity
Public and Private Debt
Real Estate and Infrastructure
Venture Capital
Private Equity
Highly transformative innovations are disrupting the future of transportation and logistics. Download the full white paper to access all the opportunities and risks on the disruption of the sector.
financial
services
Reshaping servIces
TRANSPORTATION & LOGISTICS
Online shopping surges during pandemic
Source: Keenan, Michael, “Global Ecommerce Explained: Stats and Trends to Watch in 2021,” Shopify, May 13, 2021.
30%
26%
Central & Eastern Europe
Western Europe
28%
China
healthcare
EV cars as a share of total stock of cars
EV sales as a share of total annual car sales
Growth in annual ecommerce sales, 2020
TRANSPORTATION
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LOGISTICS
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Public Equity
Public and Private Debt
Real Estate and Infrastructure
Venture Capital
Private Equity
Reshaping servIces
The impending wave of technology-driven disruption in the services sector will offer long-term, active investors ample opportunity across a host of industries.
BACK TO MAIN PAGE
healthcare
healthcare
Advances in medical systems are being made to cater to a new generation of tech-savvy consumers leading to a major shift in how healthcare is delivered globally.
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