A detailed look at our latest research
and insights.
We provide a thematic lens to investors' commercial real estate concerns, focusing on two areas with positive tailwinds: data centres and e-commerce warehousing.
How can investors profit from the AI hype right now? We believe that investors should split their rationale into two parties; how to invest in and how to profit from that AI concept. Read on to see the three areas we believe have potential.
The current grid is ill-equipped to handle decentralised generation, renewable integration, and our increasing electricity consumption. To overcome these challenges, digitising the grid is vital.
It’s widely accepted that the U.S. stock market bottoms into a bear market or recession once analysts throw in the towel, and that is exactly what appears to have happened to the broader market.
Away from the glare of the cryptocurrency spotlight, discover how blockchain is saving some of the world's biggest companies billions each year.
With EV sales rising from 10 million in 2021 to 145 million by 2030, and extreme weather on the rise, how will our outdated grid cope?
Like oil, the microchip industry has become a key resource and a global battle over semiconductors, raises important questions for investors.
The Clean Energy spending bill will it change the future?
The cloud computing industry continues its upward trajectory
What are the possibilities that digitalisation can bring to the healthcare sector?
Thematic investors can find relative certainty that the insatiable demand for microchips has the potential to power their portfolios.
Could it be time to position digital technology as the solution for companies to help compensate for price increases?
Against near-term market uncertainty, it’s helpful to identify the ‘wants vs. needs’ in the thematic landscape.
How can Microsoft shape the future of gaming with this surprising acquisiton
Cyber-attacks are now a part of modern warfare – what does it mean for the theme?
When it comes to the infrastructure gap, this investment simply has to happen
Electrification will be pivotal to the energy transition making the de-velopment of smart grids crucial to our future electricity-dependent world.
Perhaps the greatest lesson learnt is to embrace AI not fear it
Blockchain offers a solution to one of the Internet’s greatest issues: Trust
Don’t let Netflix’ share price overshadow its new gaming strategy
Are we at the start of the EV opportunity?
Uncover the future potential
The Big Clean: Energy Transformation is Here!
Companies breaking up might not be such a bad thing for thematic investors.
The necessity of adopting technology could actually become a silver lining in the face of rising prices.
Are cloud computing and cybersecurity becoming the next digital utilities?
What is Blockchain and how is it helping businesses prosper?
ESG, Quality and Low Volatility: Winning factors in time of market uncertainty?
How biotech is actually benefitting from the easing of lockdowns.
How utilizing blockchain could save the semiconductor industry from supply chain pressures.
A regulartory crackdown in China on leading tech companies has shaken investor sentiment. What does this mean for investors?
Taking a closer look at the competitive advantages of digital companies in an inflationary environment.
How can you predict which clean technology will reach maturation point first? Discover the clean edge tech model!
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In an industry drowning in paperwork and heavy regulation, Honeywell’s use of blockchain technology is ground-breaking.
href="https://info.ftgportfolios.com/thematic_investing_article_clean_energy_exchangetraded_fund.html">7 minute read
Cybersecurity is a growing threat, so much so, President Biden is turning to the private sector to solve these public sector issues.
Investors trying to predict which companies emerge as winners often guess wrong. So can investors buy the digital mega-trend in a disciplined, inclusive way?
While some IPOs perform poorly, in the long run deals can significantly outperform the market. Could going public in fact be a signal for quality?
MongoDB’s ‘start-up within a start-up’ business, Atlas, now accounts for over half the company’s earnings. Why does this matter and what does it say about the the cloud computing industry? Read on to find out.
As our lives become more digital, the need for remote access to the information that keeps business and communities moving is increasing exponentially, putting cloud computing front and centre of our everyday lives.
The SVOD big players are changing the role of art and power dynamics in the content arms race.
The computer made the internet possible. The internet has made blockchain possible. And in a post Covid-19 world, blockchain is making much more possible.
Megatrends likely evolve independently of macroeconomic and market cycles. Time in the market, and not market timing is what's important!
Hot on the heels of the SolarWinds crisis, another high profile cyberattack occurred last month on Colonial Pipeline. So what does this mean for the cybersecurity industry?
Learn how we believe the SolarWinds hack in December 2020 that affected 250 organizations, including the US government, can act as a positive catalyst for the cybersecurity industry.
Thematic investing gives investors the tools to help them find and access funds that better express their true investment beliefs, allowing for targeted exposure to those ideas that they expect will play out in the future.
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