![Commercial Real Estate](https://info.ftgportfolios.com/rs/982-TUC-460/images/Exploring%20real%20estate%20exposure%20-%20Master%20Image.png)
4 September 2023
We provide a thematic lens to investors' commercial real estate concerns, focusing on two areas with positive tailwinds: data centres and e-commerce warehousing.
5 minute read
![Hypecycle: Artifical Intelligence](https://info.ftgportfolios.com/rs/982-TUC-460/images/Header Image.jpg)
5 July 2023
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.
6 minute read
![Outdated to Optimised: Digitising the Grid](https://info.ftgportfolios.com/rs/982-TUC-460/images/Outdated to Optimised Digitising Grid Hero Banner)
5 July 2023
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.
7 minute read
17 March 2023
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.
8 minute read
6 February 2023
Away from the glare of the cryptocurrency spotlight, discover how blockchain is saving some of the world's biggest companies billions each year.
7 minute read
4 November 2022
With EV sales rising from 10 million in 2021 to 145 million by 2030, and extreme weather on the rise, how will our outdated grid cope?
6 minute read
29 September 2022
Like oil, the microchip industry has become a key resource and a global battle over semiconductors, raises important questions for investors.
6 minute read
![]( https://info.ftgportfolios.com/rs/982-TUC-460/images/Clean energy bill thematic thinking articles page.png)
30 August 2022
The Clean Energy spending bill will it change the future?
6 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/silver linings thematic thinking articles page.png)
25 August 2022
The cloud computing industry continues its upward trajectory
7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Digital Health 279 x 186.png)
01 August 2022
What are the possibilities that digitalisation can bring to the healthcare sector?
6 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Washing machines to tanks 279 x 186.png)
25th July 2022
Thematic investors can find relative certainty that the insatiable demand for microchips has the potential to power their portfolios.
4 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Deflation Force is an Inflationary Environment 279 x 186.png)
22nd July 2022
Could it be time to position digital technology as the solution for companies to help compensate for price increases?
6 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Wants vs needs 279 x 186.png)
20th July 2022
Against near-term market uncertainty, it’s helpful to identify the ‘wants vs. needs’ in the thematic landscape.
6 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/gaming thematic thinking articles page.png)
23 May 2022
How can Microsoft shape the future of gaming with this surprising acquisiton
5 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/cibr thematic thinking articles page.png)
29th April 2022
Cyber-attacks are now a part of modern warfare – what does it mean for the theme?
4 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Digital Tech .png)
1st April 2022
When it comes to the infrastructure gap, this investment simply has to happen
6 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/electrification.png)
1st March 2022
Electrification will be pivotal to the energy transition making the de-velopment of smart grids crucial to our future electricity-dependent world.
5 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/terminators 370 x 246.png)
3rd February 2022
Perhaps the greatest lesson learnt is to embrace AI not fear it
4 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/in blockchain we trust 370 x 246.png)
28th January 2022
Blockchain offers a solution to one of the Internet’s greatest issues: Trust
5 minute read
![]( https://info.ftgportfolios.com/rs/982-TUC-460/images/gaming on netflix 370 x 246.png)
24th January 2021
Don’t let Netflix’ share price overshadow its new gaming strategy
6 minute read
![]( https://info.ftgportfolios.com/rs/982-TUC-460/images/rivion and volvo ipo 370 x 246.png )
20th January 2022
Are we at the start of the EV opportunity?
4 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/what is the metaverse 370 x 246.png )
18th January 2022
Uncover the future potential
6 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/good cop bad cop 370 x 246.png)
14th January 2022
The Big Clean: Energy Transformation is Here!
7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/break up 370 x 246.png)
11th January 2022
Companies breaking up might not be such a bad thing for thematic investors.
6 minute read
![]( https://info.ftgportfolios.com/rs/982-TUC-460/images/deflationary force 370 x 246.png)
7th January 2022
The necessity of adopting technology could actually become a silver lining in the face of rising prices.
9 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/digital utilies 370 x 246.png)
22nd December 2021
Are cloud computing and cybersecurity becoming the next digital utilities?
9 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/thematic thinking what is blockchain anyway 370 x 246.png)
8th December 2021
What is Blockchain and how is it helping businesses prosper?
5 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/thematic thinking trouble behind the great wall 370 x 246 %281%29.png)
24th November 2021
ESG, Quality and Low Volatility: Winning factors in time of market uncertainty?
4 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/biogen.png)
3rd November 2021
How biotech is actually benefitting from the easing of lockdowns.
3 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/chips to ships.png)
26th October 2021
How utilizing blockchain could save the semiconductor industry from supply chain pressures.
6 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/thematic thinking trouble behind the great wall 370 x 246.png)
15th October 2021
A regulartory crackdown in China on leading tech companies has shaken investor sentiment. What does this mean for investors?
2 minute read
![]( https://info.ftgportfolios.com/rs/982-TUC-460/images/inflation infrastructure and pricing power.png )
11th October 2021
Taking a closer look at the competitive advantages of digital companies in an inflationary environment.
4 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/clean edge maturation.png)
7th October 2021
How can you predict which clean technology will reach maturation point first? Discover the clean edge tech model!
3 minute read
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4th October 2021
In an industry drowning in paperwork and heavy regulation, Honeywell’s use of blockchain technology is ground-breaking.
3 minute read
href="https://info.ftgportfolios.com/thematic_investing_article_clean_energy_exchangetraded_fund.html">7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/cyber white house.png)
29th September 2021
Cybersecurity is a growing threat, so much so, President Biden is turning to the private sector to solve these public sector issues.
6 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Mega-trends articles.png)
07th September 2021
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?
7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/iStock-1250152599_adobespark.jpg)
4th August 2021
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?
7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/MongoDB-King-Under-the-Atlas-Mountains-Banner_adobespark-_3_.jpg)
26th July 2021
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.
5 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/What%27s next for Cloud Computing.jpg)
22nd July 2021
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.
5 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Streaming Wars - Are You Still Watching Banner.jpg)
15th July 2021
The SVOD big players are changing the role of art and power dynamics in the content arms race.
7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Blockchain in the real world.jpg)
5th July 2021
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.
3 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Drawdowns-Volatility-and-Market-Timing-Banner_adobespark-_1_.jpg)
1st July 2021
Megatrends likely evolve independently of macroeconomic and market cycles. Time in the market, and not market timing is what's important!
7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/Colonial Pipeline Of Opportunity Small_adobespark.png)
28th June 2021
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?
7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/%28Solar%29 Winds of Change %281%29.jpg)
16th March 2021
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.
7 minute read
![](https://info.ftgportfolios.com/rs/982-TUC-460/images/what is thematic investing.jpg)
24th October 2020
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.
10 minute read