Thematic Quarterly Update
Friday 18 July
10.00am BST / 11.00am CET
This quarter we will cover:
Which thematic investments are the most resilient or vulnerable to tariffs and were there any that have been unaffected? Where are the areas that may be poised to thrive despite market fears?
Does this IPO mark the start of an open window for new listings, or is the opportunity already fading?
An update on the current state of AI and data centre expansion—does Open AI’s recent funding provide any clues?
Key updates following a turbulent quarter marked by rising geopolitical tensions and growing government defence spending commitments.
Has the recent pullback uncovered any potential ‘buy the dip’ opportunities or attractive valuations worth acting on?
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