In a special series, Goldman Sachs Research explores emerging trends poised to fundamentally change how we live and work. From disruptive technologies to paradigm-altering social developments, our analysts offer the stories that could be tomorrow’s front page news.
“We think Lithium ion batteries will help fuel a dramatic increase in electric vehicle penetration,” says Bob Koort, head of Industrials and Materials research, Goldman Sachs Research.
“[With Blockchain], there’s potential for the disruption of middlemen, as well as reduction in the billions of dollars in administrative costs that exist today.” says Jim Schneider, a research analyst in Goldman Sachs Research
"This is the first generation to be born in a post-Internet world, truly device-in-hand," says Christopher Wolf, an analyst in Goldman Sachs Research.
"You can now sequence the entire human genome for less than $1,000…. [And] cloud computing costs are coming down at 20 to 30 percent a year, making the storage and analysis of this data incredibly feasible," says Isaac Ro, life sciences research analyst in Goldman Sachs Research.
"Space is becoming smaller, closer and cheaper, reinventing an industry that has stagnated for decades and making room for new applications, new technologies and competitors," says Noah Poponak, aerospace and defense senior equity research analyst in Goldman Sachs Research.
What if I Told You…
In Goldman Sachs Research’s Emerging Theme Radar report, “What if I Told You… Themes, Dreams and Flying Machines,” analysts were asked to look beyond today’s headlines to the trends of the future. The resulting analysis highlights seven key themes, ranging from the rising clout of Gen-Z to the cloud’s role in curing cancer.