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      "text": "Spatial economics is now in the throes of a fundamental change.",
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      "text": "effects of each of the themes to a deeper level of analysis, the trends team undertook a comprehensive market-by-market investigation of spending patterns, supply chain implications, competitive dynamics and business cycle sensitivity on sectors representing a wide range of goods and services that fit with the firm’s experience.",
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      "text": "Applying the guidelines that the in-house analysts developed to codify each theme, the deal teams concentrate their hunt among companies and sectors poised to benefit from opportunities that track the macro theme's trajectory. Meanwhile, the analysts continue to track the macro themes' emerging impact as well as investigate potential new ones to feed fresh insights to the investment teams. The firm is now deploying its macro insights as a central part of a fairly sizable portfolio, with its teams aligned around its investment themes across all geographies and asset classes.",
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      "text": "Bain & Company's Macro Trends Group expects that the following five high-level themes will help shape the global economy over the next 10 years and beyond. They will present new investment opportunities for PE investors who understand and embrace the big changes that they will bring—or risk disruption for those who ignore them.",
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      "text": "As the very nature of growth shifts, the foundations of some existing business models may turn out to be flawed, leaving many companies with stranded assets physically tied to the wrong locations or with businesses predicated on size, scale and density assumptions that have become obsolete.",
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      "text": "Spatial economics, the cost of distance, has been one of the most basic determinants of business location decisions, individual choices about where to work and live, the growth of cities and the flow of trade since the dawn of the industrial age. Spatial economics is now in the throes of a fundamental change. The catalyst for this historic shift is an array of new platform technologies that have pushed the cost of distance to a tipping point. Robotics, 3-D printing, delivery drones, logistics technology, autonomous vehicles and ubiquitous connectivity are giving rise to new products and services that sharply reduce the cost of moving people, goods and information. As these technologies combine and converge, change will accelerate, leading many industries to discover over the next decade that they are able to operate on a smaller scale and across a broader geographic scope, both of which were previously unprofitable.",
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      "text": "With the cost of distance receding to an ever-diminishing constraint as sophisticated logistics bridge the last-mile cost of delivery of goods and services, new business models will emerge to reap the benefits. Mobility and new divisions of work, made possible by cloud-based collaboration and tele-commuting, will raise the productivity of working at a distance. This combination will give rise to a broader scope of services available in remote locations. In an exurb of Dallas-Fort Worth, for example, Blackstone Group invested in Solana, a landmark office development that will be bordered by a new complex with a hotel, shopping village, fitness center and eight office buildings.",
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