Equity Market Cap For Technologically Enabled Innovation Likely To Grow Exponentially

Summary

• Investment strategies geared to the future evaluate complex dynamics that can evolve rapidly.
• As innovation’s market share has grown, investment capacity - as measured by average days to trade - also has improved significantly.
• We believe that as innovation platforms evolve rapidly during the next five to ten years, companies capitalizing on and scaling with them are likely to access the public equity markets.

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By Renato Leggi, CFA, CAIA, Client Portfolio Manager

According to our research, emerging innovation platforms will transform our lives and the global economy radically, scaling their equity market capitalizations potentially from roughly $14 trillion today to more than $200