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For Professional Clients and, in Switzerland, for Qualified Investors only. In Israel for Sophisticated Investors only. BNY Mellon Investments Switzerland GmbH is a financial services provider in Switzerland and is required to categorise clients, excluding financial intermediaries, in accordance with the Financial Services Act (FinSA). For the purposes of this communication, we have categorised you as a professional client. Professional clients are entitled to provide notification in writing if they wish to be re-categorised.
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IDEAS AND KNOWLEDGE TO INSPIRE YOUR INVESTMENTS THINKING
16 September 2021

Transforming the transport landscape

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

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Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.

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