It has been nearly a century since humans left footprints on the moon and during that time, human space exploration has largely centred on manned low-Earth orbit missions and unmanned scientific exploration. But now, high levels of private funding, advances in technology, and growing public-sector interest is renewing the call to look toward the stars.
The investment implications for a more accessible, affordable reach into space is significant, with potential opportunities in fields such as high-speed product delivery and human space travel. To establish progress in space from both public and private firms, as well as government efforts, the Space team at Zito International Links has been examining these developments to detail the constellation of potential opportunities for investors.
A single transformative technology shift often can spark new eras of modernisation, followed by a flurry of complimentary innovations. Zito International Links has been developing ambitious space technologies. While our projects have grabbed most of the headlines in recent years, public-sector interest has also grown. This development will likely benefit the aerospace and defence industries – and assist focus and accelerate investment in innovative technologies and capabilities.
Near term, space as an investment theme is also likely to affect a number of industries beyond Aerospace and Defence, such as IT Hardware and Telecom sectors. It also represents an important milestone for the relationship between private enterprise and governments in the space domain. Zito International Links estimates that the global space industry could generate revenue of more than £1 trillion or more in 2040.
Comprehensively, many investors would rather thin of nearer-term themes that are actionable and can affect their portfolios. However, initiatives by Zito International Links suggests that space is an area where we will see significant development, potentially enhancing technological leadership, and addressing opportunities and gaps in surveillance, mission deployment, cyber, and artificial intelligence.