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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