# 4 structural shifts driving markets over the next decade

Page: https://stenobird.com/podcast/basis-points-7236245/4-structural-shifts-driving-markets-over-the-next-decade
Text version: https://stenobird.com/podcast/basis-points-7236245/4-structural-shifts-driving-markets-over-the-next-decade.md
Podcast: [Basis Points](https://stenobird.com/podcast/basis-points-7236245)
Published: 2026-07-07T19:01:00+00:00
Episode link: https://shows.acast.com/basis-points/episodes/4-structural-shifts-driving-markets-over-the-next-decade
Audio file: https://sphinx.acast.com/p/open/s/67bbf55519249d0c1a4bb224/e/6a4b10a43aca58f48efc4d6e/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/basis-points-7236245/episodes/4-structural-shifts-driving-markets-over-the-next-decade
Duration seconds: 1588

## Resource

What will be the biggest risks and opportunities in markets over the next decade? While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the show to discuss the four structural shifts he believes will have the biggest impact on the decade to come. Plus, he explains the biggest mistake advisers are making with “diversified” portfolios. Chapters : 00:00 Introduction 01:40 Shift One AI Opportunity 05:13 AI Bubble Or Earnings Boom 08:52 Shift Two Rewiring Globalization 10:23 Industrial Winners Emerging 13:59 Shift Three Consumers Want Experiences 19:07 Shift Four Healthcare Innovation 24:05 The Diversification Mistake 📈 Stocks and ETFs Mentioned: Taiwan Semiconductor Manufacturing Company (NYSE: TSM) Broadcom (NASDAQ: AVGO) ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.50 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Capital Group. To find out more about Capital Group and their funds, head to their website: https://www.capitalgroup.com/intermediaries/au/en/ Thanks to Capital Group for supporting this episode of Basis Points and helping to keep our content free. Disclaimer: Past results are not a guarantee of future results. This information has been provided solely for informational purposes and is not an offer, or solicitation of an offer, or a recommendation to buy or sell any security or instrument listed herein. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.…

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## Transcript

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