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#MIGlobal
FIVE transformational themes for 2025
APAC
Spatiality
Longevity
Bell curveto barbellCapital super-abundance
Economically centered around a much less stablecore than the Euro-Atlantic of post-Cold War era.
The diminishing cost of distance and the movementtowards post-urbanization.
Redefining the ages of the stages of life.
Growing businesses bigger and smaller.
An increasingly demand-constrained growth world.
Source: Bain Macro Trends Group Analysis, 2015
#MIGlobal
By 2025, Asia Pacific is expected to encompass more than
30% of global GDP
Source: IMF, 2011; UN Population Division, 2012; Energy Information Administration, 2013; Bain MTG Analysis
Note: Projections are from third party sources
40% of global GDP
~1 billion people
30% of global energy consumption
2025 – N. America & Europe
+30% of global GDP
~4 billion people
45% of global energy consumption
2025 – Asia Pacific
#MIGlobal
Will changes in technology, business and society make it
possible to have low costs despite low density?
Virtual
connectivity
Shrinking
scale-points
Moving information
and ideas rather than
people and goods
Making and serving
efficiently with
smaller footprints
Transportation efficiency
Reducing the cost per mile,
especially for the last mile.• Increasing ability to
deliver urban goods
and services to
smaller decentralized
clusters of population
• Decreasing
importance of work
location as a driver of
residential location
Changing spatialeconomics
Source: Bain Macro Trends Group analysis, 2015
#MIGlobal
Longevity is increasing for advanced economies by about
5 years every 20 years
Source: World Bank; Bain Macro Trends Group analysis
Note: Composed of 34 advanced economies as defined by the OECD, based on five-year rolling average
+5
+5
#MIGlobal
Employees Customers EBIT per employee
1/25th
the people
4x the
customers
2x profit
per employee
New “smaller” businesses rent mass-scale from others
(e.g., Amazon) to create greater impact at higher profits
Source: Company financials; Bain Macro Trends Group Analysis, 2015
#MIGlobal
Rapid growth of financial assets has shaped the global
economy since the 1990s
Source: International Monetary Fund; OECD; national statistics; Bain Macro Trends Group analysis
Note: All figures are in real 2010 US dollars at 2010 exchange rates
Total world financial assets
#MIGlobal
Transformation of science
#MIGlobal
Transformation of life sciences industry
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Drivers transforming life science ecosystem
#MIGlobal
Score card of biotech / academia
#MIGlobal
Evolving medical ecosystem towards 2025
Note: P4 Medicine Institute. Lee Hood, MD, PhD
#MIGlobal
Healthcare in 2025
#MIGlobal
Life Sciences R&D in 2025
#MIGlobal
Partnership / Collaboration
#MIGlobal
Partnership / Collaboration