Best Ideas: Industry 4.0

In our latest update we focus on the 'cyber-physical' systems that are transforming manufacturing and production in what has been dubbed the Fourth Industrial Revolution.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Kasim Zafar, 10th December 2018

The first industrial revolution began in Great Britain and was powered by steam. The second was global and powered by electricity. The third was triggered by the rise of digital technology. Now we are moving into the fourth as robots and artificial intelligence offer new ways to make industry far more efficient.

The potential of this period hinges on the seamless communication between connected devices. These new ‘cyber-physical’ systems are creating new ways of doing things and disrupting old business models. We can easily recognise this disruption with platform businesses that have popped up in transport (Uber), shopping (Amazon), chores (Task Rabbit) and travel (AirBnB). Below we explore examples of companies at the heart of manufacturing and production.

If you have any questions about the Best Ideas Portfolios, please do not hesitate to contact us.

About the author: Kasim Zafar

Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a CFA charter holder, being a regular member of the CFA Institute and CFA UK. He began his career in investments in 2002, gaining experience as a portfolio manager and senior analyst of global capital markets. His experience spans multiple asset classes, constructing portfolios with varying risk/return objectives and active risk management processes.

Kasim is the portfolio manager for the EQ Investors Best Ideas and Absolute Return portfolios. He is an active member of the investment management, strategic asset allocation and fund selection committees.

When not immersed at work, Kasim often finds himself stumped and constantly amazed by his young daughter at home. He also enjoys spending time in the kitchen practising his “cheffy” skills with both European and Asian cuisine, reflecting his mixed background.

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