Driverless cars: How innovation paves the road to investment opportunity

Disruptive technologies and trends are radically reshaping the investing landscape daily across sectors, asset classes and geographies. This paper examines the advent of driverless cars.

We are at a point in history where computer science and technology are enabling the creation of products and services that previously existed only in the realm of science fiction.

In this article, we consider the investment implications of one such game-changing innovation: autonomous driving technology and specifically driverless cars. The global market for these vehicles is expected to reach the trillion US dollar mark by 2025.¹

Using company specific examples from a variety of key global industrial sectors, we show how deeply — and rapidly — autonomous driving technology is already impacting the automotive and transport industries, with significant repercussions for other sectors such as insurance and real estate.

We believe that the list of winners and losers in the driverless vehicle era will continue to evolve rapidly, just as the investment landscape did with the rapid growth of personal computing, internet retailing and other transformational trends.

¹ “How do driverless cars work?”, The Telegraph, 1 July 2016.

Read the full article on driverless cars.

Watch the videos

When will we see widespread adoption of driverless vehicles?

Clay Manley
Portfolio Manager, Invesco Fundamental Equity

Emerging market opportunities in the autonomous vehicle space

Evan Jaysane-Darr
Partner, Invesco Private Capital

Significant implications of the driverless vehicle revolution

Rahim Shad
Senior Analyst – High Yield, Invesco Fixed Income

Driverless cars and the automation revolution

Dave Dowsett
Global Head of Invesco’s Innovation, Strategy and Disruptive Technology team

Important information

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Where Clay Manley, Evan Jaysane-Darr, Rahim Shad and Dave Dowsett and Abhishek Gami have expressed opinions, they are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

These commentaries are not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.