Cyberattacks are escalating, costing the global economy the equivalent of ~3% of GDP every year. At the same time, markets that enable a safer and more resilient digital future could grow more than fourfold to around USD 1 trillion by 2040. Together, this creates one of the most urgent and attractive investment opportunities of the decade. 

Today, the global ICT sector contributes USD 6.1 trillion to the global economy, about 6% of global GDP, and is growing twice as fast as the global economy. Yet defenders are falling behind. Critical systems that power everything from smart grids to digital governance are exposed to theft, disruption, and manipulation. Closing this gap will require over USD 1230 billion in R&D and capital investment over the next 15 years.

Our latest report, developed as part of Summa’s Tech-Enabled Resilience thematic investment strategy, highlights priority areas where investment can deliver strong returns alongside measurable societal impact, including identity and access management, data security, endpoint protection, and managed security services. With cybersecurity spending expected to quadruple by 2040, the sector offers both strategic importance and strong market potential.  

Our investments in Logpoint and FAST LTA show how cybersecurity solutions can strengthen digital sovereignty while offering competitive financial returns. 

By directing capital into these solutions, we can help significantly reduce global damages from cybercrime annually, protect essential services, and build a more resilient and secure digital future. This is both an urgent necessity and significant opportunity for investors and entrepreneurs alike.  

Download our latest report to explore the full investment opportunity in cybersecurity.