Allocating to innovative sectors

The future of the economy depends on these fields

The last two hundred years of economic history clearly shows that innovation powers all growth. Knowing which technologies being developed today are fated to succeed is no easy task, however. This collection of insight, offering the latest thinking on AI, biotech, and clean energy, aims to remedy this.

Artificial Intelligence: Driving a New Healthcare Paradigm (Baillie Gifford)

The recent rise of Chat GPT has thrust the notion of AI into the centre of mainstream media and triggered a surge of investment in AI technologies.

Biotech IPOs in 2025: What Investors Need to Know (Wellington Management)

The biotech IPO market has cooled over the past few years in the wake of historical levels of issuance and proceeds in 2020 and 2021.

The Circular Economy: A Hub of Innovation in AI's Quest for Real Value (Robeco)

Society is extracting natural resources and creating excessive waste at a rate never seen before in history. Here is how to prevent disaster from happening.

State of the Markets H2 2024: SVB’s Innovation Economy Outlook (SVB)

While many companies are finding it harder to raise capital, the best are making it happen — led by those capitalizing on the boom in AI.

Implications of the Inflation Reduction Act for the Biotech Industry (INET)

The biotech industry is changing fast. One of the forces behind its development is new regulations coming into force.

Hardware & Software: A Perspective on Economic Growth (Brookings Institution)

This innovative paper takes the relationship between hardware and software and builds a new model for economic growth.

Clean Energy Innovation in China (OIES)

China’s supportive clean-energy policies could face increasing internal pressures. This paper explores why this may be the case.

Turbocharging Software with Gen AI (Capgemini Research Institute)

Over 60% of respondents of this study lack governance and upskilling programs for generative AI for software engineering.