Partner Insight: Bytes - Investing in the digital world

George Crowdy, Senior Fund Manager, explores how the digitalisation of society fits within Royal London Asset Management’s elemental framework – and why these “bytes” are one of the most powerful structural growth trends in the investment landscape.

clock • 1 min read
Partner Insight: Bytes - Investing in the digital world

From financial services and healthcare to manufacturing and retail, global IT spending is expected to reach around $5.7trn in 2025 – up c.9.3% on 2024 – and could approach 17% of global GDP by 2028, underlining the scale of this long-term shift.

Leveraging Royal London Asset Management's elemental framework, Senior Fund Manager George Crowdy looks at where the opportunities lie within the digitalisation of industries, including:

  • Semiconductors, as the backbone of all digitalisation and a critical enabler of AI, cloud and advanced computing.
  • The rapid build-out of data centres and digital infrastructure
  • Software innovations that offer improved efficiency and scalability

Read the full article on Investment Week's new Spotlight on sustainable investing to find out more.

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