Investing in the Age of Transformation

A look at what we view as some of the most important secular growth themes that may reshape the world over the next decade

It’s the Big Picture That Matters

Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, we believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses.

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As long-term equity investors, we believe that identifying these transformational trends—and the companies harnessing their power—is critical to generating sustainable positive equity market returns. This means looking at a horizon of years instead of just focusing on what could happen over the next week, month, or quarter.

This paper aims to look beyond the short term and shed light on some of the megatrends we think could define global economies and markets over the next decade. For example, we will look at the market for public cloud, which Bloomberg estimates may reach $1.1 trillion by 2026 in the U.S. alone.

Total Cloud Market Spending Forecast ($ Billions)

Total Cloud Market Spending Forecast in Billions

Source: IDC, Bloomberg Intelligence. As of May 2022.

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Important Disclosures
The information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of June 2022 may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without notice or update. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. This document does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction.

Past performance does not guarantee future results and profitable results cannot be guaranteed.