ACE approaches investments thematically in order to capture opportunities created by the impacts of long-term economic, political, and social trends.
Major conscientious transition from growth to efficiency, in both production and consumption habits, driven primarily by environmental realities.
Societies will drive towards the establishment of equilibrium across race, gender, and social classes.
The decline of a hegemonic international system, together with a rise of new actors, will create shifts and increased volatility in global decisions.
Economic and social activity will increasingly depend on shared services, products and experiences.
Artificial intelligence will produce a knowledge-base that is far superior to that of humans.
Unprecedented monetary stimulus will debase currencies and encourage the adoption of decentralized financial frameworks and new asset classes with impacts to global equities, commodities and trade.