Net Neutrality – Global Thematic Research Summary America is set to change the balance of power between Internet companies like Netflix and Internet service providers (ISPs) like AT&T. On 14 December 2017, the FCC will vote on whether...

Voice presentation 28 Nov 2017 – Global Thematic Research Summary Yesterday, our core interface with the digital world was a keyboard and mouse. Today it is a touchscreen. Tomorrow it will be voice commands. Just as iOS and Android run...

Data Centers – Global Thematic Research Summary Cloud computing, machine learning, augmented reality, internet TV, the Internet of Things, robotics, cryptocurrencies, voice, blockchain and cybersecurity. These are the big investment themes...

Memory Chips – Global Thematic Research Summary The memory chip market is worth $122bn in 2017, according to IC Insights. DRAM chips comprise 60% of this market and NAND flash chips 40%, by value. The market still operates on the lagged...

Tech and Media Trends 2018 – Global Thematic Research Summary The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital...

Leaders and laggards in Global TMT – Global Thematic Research Summary After 20 years of torpor, key parts of Japan’s technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing...

Advertising Sector Scorecard – Global Thematic Research Summary Technology themes: artificial intelligence, voice, ad fraud, ad blocking, ad effectiveness, video ads, programmatic ad buying, ecommerce, virtual & augmented reality,...

A.I. (Vol. III): Machine Learning – Global Thematic Research Summary Machine learning is an artificial intelligence (AI) technology which allows machines to learn by using algorithms to interpret data from connected ‘things’ to...

Alternative Reality – Global Thematic Research Summary Alternative reality – which encompasses virtual reality (VR), augmented reality (AR) and mixed reality (MR) – could become the next big computing platform. In VR, the user...

Valuing FAANG and BAT stocks – Global Thematic Research Summary Facebook, Amazon, Apple, Netflix, Google and Microsoft (“FAANGM”) Apple, Microsoft and Google: These are the safest companies to hold in this group today because...