3 unstoppable trends driving ASX stocks higher

Let's see which shares could benefit from these megatrends.

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Key points

  • Healthcare innovation is a structural growth driver, with CSL and ResMed leading globally in plasma therapies, sleep health, and connected medical devices.
  • Artificial intelligence is transforming industries, with WiseTech, NextDC, and Megaport positioned to benefit from rising demand for logistics optimisation, data centres, and network connectivity.
  • Clean energy and lithium are fuelling the EV and battery boom, with Pilbara Minerals emerging as a major global supplier during the energy transition.

When it comes to investing, ASX stocks exposed to megatrends can deliver some of the most exciting returns.

With that in mind, here are three unstoppable forces that could propel some ASX stocks higher over the next decade — and why investors may want to pay close attention.

Healthcare innovation is booming

Healthcare remains one of the most consistent drivers of long-term growth. Ageing populations, higher healthcare spending, and advances in technology are fuelling demand for innovative treatments and devices.

CSL Ltd (ASX: CSL) continues to lead the global plasma therapies market and has built a vast pipeline of new products. Meanwhile, ResMed Inc (ASX: RMD) is revolutionising sleep health and respiratory care with its connected devices. These ASX stocks are global leaders and show how Australian-listed businesses can benefit from powerful demographic and medical innovation tailwinds.

Artificial intelligence is taking off

Artificial intelligence (AI) has quickly shifted from being a buzzword to a transformative force across industries. It is enabling businesses to automate processes, make smarter decisions, and improve productivity — creating huge opportunities for companies at the cutting edge.

On the ASX, WiseTech Global Ltd (ASX: WTC) is using AI to optimise global logistics through its CargoWise platform, while NextDC Ltd (ASX: NXT) is capitalising on the AI boom by building hyperscale data centres to power the enormous computing demand. Megaport Ltd (ASX: MP1) is also well positioned, providing flexible, on-demand connectivity to help companies scale their AI and cloud workloads. As adoption of AI accelerates, these players could see demand for their services soar.

Clean energy and the battery boom

The global transition to clean energy is reshaping industries and creating new growth opportunities. Australia's rich natural resources mean it is playing a central role in the shift, particularly in lithium — a critical component of electric vehicle (EV) batteries.

Pilbara Minerals Ltd (ASX: PLS) has become a key global supplier of lithium, benefiting from surging demand from EV makers and energy storage providers. With governments and corporations worldwide pushing hard toward decarbonisation, lithium producers like Pilbara are positioned to benefit from decades of structural demand growth. And while prices are low at present, analysts believe a supply deficit is probable in the coming years.

Foolish takeaway

ASX stocks thrive when they're aligned with megatrends that play out over decades, not just years. Right now, healthcare innovation, artificial intelligence, and clean energy are three unstoppable forces reshaping the global economy.

For investors willing to take a long-term view, owning stocks at the heart of these trends could be a powerful way to build wealth.

Motley Fool contributor James Mickleboro has positions in CSL, Megaport, Nextdc, ResMed, and WiseTech Global. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Megaport, ResMed, and WiseTech Global. The Motley Fool Australia has positions in and has recommended ResMed and WiseTech Global. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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