Look beyond the obvious beneficiaries.
Consider the invention of the automobile. Even knowing this technology could change global supply chains, an investor might not have guessed which car manufacturers would appear, grow, and excel over time. Investing in the “plumbing” for that invention — the rubber, tires, asphalt, materials, and energy that propel the automobile — provides a more diversified approach. Also consider the “less likely” winners of innovation: Offshore wind farms, for example, require specific types of ships to build and service them. Thinking broadly: as new capacity is created, think about who may supply that capacity.
Investment Opportunity: Digital, green energy, brown energy, and utility infrastructure via global listed infrastructure equity or municipal bonds