12th March 2021
Does Netflix have an inflation busting model?
With the specter of inflation rising, could Netflix be an unexpected hedge? Learn more about how Netflix’s subscription business model is tearing up trees in a digital way.
Tracking the continued growth, impact and reach of the biggest revolution in modern times.
The foundations on which almost all modern-day technology and innovation are built, the internet has been a catalyst for all major change in the 21st century. To consider the internet as a theme that is anywhere near its full potential would be a grave under-estimation. Being at the core of other prominent technological themes such as cloud computing and cybersecurity has put the internet in a class of its own when it comes to innovation.
More and more companies and industries are unlocking the transformative power of the internet, providing investors with a multitude of ways to access its potential for strong returns.
The internet has revolutionised our lives, it is the foundation on which almost-all modern-day technology and innovation is built, and it is promising to reach further than ever before. The ‘Internet of Things’ (IoT), is the concept of connecting any device to the internet, supporting a huge network of connected things and people (think self-driving cars, wearables, smart TV, smart homes, smart cities etc.) The IoT has huge potential to unlock a new era of economic growth and innovation.
Much focus has been given to the US tech companies known as the ‘FANGs’. But there are many other internet giants worldwide at the forefront of this new era of internet technology.
In China the ‘BATs’ (Baidu, Alibaba, Tencent) have a vast global presence. Baidu boasts the world’s largest internet user population, Alibaba’s digital economy accounted for 18% of China’s retail sales last year.
Broad exposure Investing in the internet as a theme provides exposure to the growth of both the internet giants (the famous FANG quartet) and the huge potential of future global players.
Multiple industries The internet is the driving force of change across virtually all industries, providing a rich array of innovative companies across equity markets.
Massive potential As an investment opportunity, the internet captures the impressive growth in its everyday personal and business use across multiple avenues, including media, ecommerce, infrastructure and communications.
The internet is a behemoth. Since its inception in 1990, it has gone from sending your emails to helping control almost every part of your daily life. When talking about innovation, it doesn’t come much bigger.
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We’ve seen that the pandemic served as an accelerant across industries, driving rapid digitalisation, but for ecommerce in particular, the shift from physical stores to digital shopping was brought forwards by roughly five years.
Can Ecommerce really continue to grow at this pace?
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