The Big Trends - Part 9: The Internet of Things
This is part 9 of our ‘Big Trends’ series, and we are looking at another emerging trend, the Internet of Things (IoT). If you’re not familiar with this space, Oracle describes it as...
While the industry is still in its infancy, there’s already plenty of use cases for the technology, with more being developed as we speak. Most of the companies in the space are still tiny, but if you’re an investor with a tolerance for risk and a long time horizon, you might find the space worth considering for a portion of your portfolio!
We are now seven weeks into our ‘Big Trends’ series. This week we are looking at how technology has, and is, disrupting a few important industries, namely advertising, education and agriculture.
In this week’s piece, we’re going to cover some of the latest automation innovations across different industries, the benefits of automation to business and consumers, and how we as investors can get exposure to this trend!
We’re five weeks into our Big Trends series and this time, we’re looking into the huge world of cybersecurity! It’s been a decades-long game of tug of war, between hackers improving their offence and their targets improving their defence, and it’s only going to get bigger.
This is the fourth edition of our big trends series, and we are going to have a look at disruptive technologies. There’s a lot to cover, so we’ll spread it over a few weeks, starting today with: Artificial intelligence, Data, and Cloud infrastructure.
The transition to cleaner sources of energy is not only a secular trend, but one that appears to be accelerating. There are three major reasons that this is occurring now: Energy Independence, Climate Change, and Economics.
We're 2 weeks into our Big Trends series and this week we’re focusing on the major demographic and geopolitical trends likely to shape the next few decades.
Big trends, megatrends, secular trends - call them what you like, but understanding them is essential if you want to generate outsize returns. If you can identify the industries that will benefit from big, long-term trends in business and the economy, you’ll be a lot closer to picking the best companies to invest in. These will be the companies that are able to compound their earnings at above-average rates for 10 to 20 years.
The trends unfolding in healthcare are some of the most compelling for investors. Healthcare costs are high, particularly in the world’s largest economy. People are also living longer, and requiring more healthcare. And, of course, there are still diseases like cancers that remain resilient to treatment.
While 2022 was a rough year for the technology sector, it was even worse for listed fintech companies. Even industry leaders like PayPal and Block (Formerly Square) saw their stock prices fall 80%...
Over the course of June we have seen small and midcap stocks outperforming the headline indexes in the US, as well as in other markets.
Investors started the year wondering if the global economy was in for a hard landing that would force central banks to pivot and start cutting rates, or if a ‘soft landing’ was still achievable...