Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Rising AI use cases, token volumes and compute efficiency gains married with falling compute costs are driving tech giants to invest at unprecedented scale.
Key highlights from NVIDIA's GTC 2026 event.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.
Key highlights from NVIDIA’s latest quarterly earnings call includes the company citing 2026 as an agentic AI inflection point, driving increasing compute demand and revenue generation.
Autonomous vehicle (AV) technology is rapidly advancing, and the market opportunity could be substantial.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.