digitisation

Emerging market companies are punching above their weight when it comes to tech.

The opportunities from the digitisation megatrends could be bigger than most realise in this asset class according to Resolution Capital.

What might next year bring?

Investors are becoming increasingly aware of the major themes – or gigatrends – dominating our times and even private market investors are in. Urs Wietlisbach,...

The reopening trade in the short-term and accelerated structural trends in the long-term are presenting compelling opportunities in global markets. However, we believe...

Those who twigged Web 2.0 would transform the world over the past decade are doubtless feeling pretty smug right now. And why not? The likes of Facebook, Amazon,...

Entertainment is no longer restricted to the home or an entertainment venue. The proliferation of entertainment options through digital and online services has changed...

There is perhaps no better example of an industry undergoing digitisation than the automotive industry. The internal combustion engine is being supplanted by the...