While the Covid-19 pandemic remains a key source of risk and uncertainty, a combination of low, but rising rates, low inventory, new sources of mobility innovation, tighter regulations, heightened environmental concerns and shifting consumer preferences provide a combination of cyclical and secular forces that we believe will drive demand across the mobility landscape.
We see structural growth trends across a variety of areas. This should drive opportunity in manufacturers of 5G networks, cloud computing networks, infrastructure and, increasingly, advanced driver assistance systems (ADAS).
BNY Mellon Mobility Innovation Team
Doc ID: 686029