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Industrial Internet presentation 24 Feb 2017 – Global Thematic Research

2017-02-24
Industrial Internet presentation 24 Feb 2017 – Global Thematic Research Summary The Internet of Things can only take off once all connected devices speak the same language. This has kicked off an intense battle for domination of the communications...

Cloud Computing – Global Thematic Research

2017-02-21
Cloud Computing – Global Thematic Research Summary Software as a service (SaaS), accessed via the Public Cloud, has become the most efficient way to develop and deliver software. As a result, a new breed of ‘Cloud native’ SaaS players...

Semiconductors In The Age of AI – Global Thematic Research

2017-01-30
Semiconductors In The Age of AI – Global Thematic Research Summary After transitioning from mainframes to PCs to servers to Cloud-based data centers, computing is about to make another transition: Artificial intelligence (AI) is the next...

TMT Predictions 2017 – Global Thematic Research

2017-01-20
TMT Predictions 2017 – Global Thematic Research Summary The big themes for 2017, in order of importance for investors, are artificial intelligence (AI), cybersecurity, voice, virtual reality, Cloud computing, the Internet of Things , Blockchain,...

China Tech presentation 8 Feb 2017 – Global Thematic Research

2017-01-01
China Tech presentation 8 Feb 2017 – Global Thematic Research Summary China’s government is intent on upgrading its manufacturing sector and leading the world in a range of advanced technologies. Implicit in its “Made in China...

Voice – The next computing platform – Global Thematic Research

2016-12-20
Voice – The next computing platform – Global Thematic Research Summary Many of us will be talking increasingly to machines. Products such as smartphones, in-car infotainment systems, biometric ID systems, home speakers, games consoles,...

Chinese Tech – Global Thematic Research

2016-12-05
Chinese Tech – Global Thematic Research Summary China’s government is intent on upgrading its manufacturing sector and leading the world in a range of advanced technologies. Implicit in its “Made in China 2025” 10-year...

Trump and Tech – Global Thematic Research

2016-11-11
Trump and Tech – Global Thematic Research Summary As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology companies. Taxation: Most US tech companies...

Cyber Security – Global Thematic Research

2016-11-04
Cyber Security – Global Thematic Research Summary The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn cyber-attack aptly illustrated...

Tech M_A Targets – Global Thematic Research

2016-10-10
Tech M_A Targets – Global Thematic Research Summary In 2016, a number of M&A transactions in the technology and media sectors occurred including the takeovers of NetSuite, Marketo, Arcam and DreamWorks as well as several others. Over...
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