Stocks & Shares
Thematic Portfolios
Our Thematic Portfolios are meant to help you identify powerful macro-level trends and the underlying investments that stand to benefit from the materialization of those trends.
World Leaders with Rule of 40
0%| 14 Counters
According to research from McKinsey & Company, companies in the top quintile of their industry are responsible for nearly 90% of their industry’s profits, averaging US$1.4bn in annual profits. In contrast, companies in the middle captured only a mere US$47mn in profits. This means that over a 10-year period, the top quintile of companies delivered the strongest total shareholder returns (+17% per year) while the bottom quintile delivered the weakest (+7% per year). Through the application of Rule of 40, we are able to sieve out the future leaders of tomorrow.
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Innovative Platform Providers
0%| 23 Counters
Platform provider is a modern multi-sided business model where interactions between two or more interdependent groups being facilitated through technology platform. There will be exchange of value involved between groups, usually supply-side vs demand side such as advertiser vs platform user, creator vs receiver or seller vs buyer. Company with such business model are to benefit from the “network effect” created as the participants increase and easily scale up over a short period of time.
Social Media Giants
0%| 25 Counters
Social Media today means a lot more than just connecting with people. Businesses are using Social Media to engage clients, while individuals are using it to build their own brands. Traditional media companies are also moving online to remain relevant, as Social Media generates lower costs and reaches out to a potentially larger pool of audience. Besides Facebook, do you know which other companies are in this industry?
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Esports and Gaming
0%| 23 Counters
Gaming industry revenues are expected to grow at 11% annually, and hit USD180 billion, according to a report by Newzoo. Esports, a relatively untapped industry, is attracting huge sponsorships and generating mass opportunities, with the SEA Games 2019 listing it as an official event. Do you know the list of companies leading this rising industry?
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China Internet Dragon
0%| 23 Counters
The number of Chinese Internet users has grown at a tremendous pace over the past decade, with 60% of its population currently connected to the Internet. Higher than the worldwide average of 57%, this figure is expected to grow. The counters listed below are those who have a huge influence in shaping the Chinese Internet industry.
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The Millennial Generation
0%| 28 Counters
The young today will eventually become the driving force behind the global economy. An increase in education standards worldwide will lead to better jobs that boast higher wages. This will result in a huge variety of demands from the Millennials. Which corporations are best suited to adapt in this ever-changing landscape? Find out below.
Read More..
Cloud Computing
0%| 29 Counters
While Internet connectivity has driven many business sectors, the Cloud Computing sector is often overlooked by investors. Cloud Computing is akin to providing computing power and storage over the Internet (i.e. cloud) that is easily accessible by anyone with an Internet connection. Many of the Internet giants such as Google, IBM, Microsoft and Amazon have already staked their claim in this lucrative business. See below for other companies that are fighting to get a share of the pie.
Read More..
Robotics and A.I.
0%| 28 Counters
Companies are employing machines that offer improved software interfaces, dexterity and weight-lifting capabilities to perform repetitive, heavy or dangerous tasks. Advancements in the Robotics industry have reduced costs for small and medium-sized companies, not just the big ones. And there’s growing demand for smart machines across various sectors in the global economy. Artificial Intelligence (A.I.) as a growth sector, is no longer a piece of science fiction.
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Aerospace and Defence
0%| 27 Counters
Population and income growth is driving the global Aerospace industry to new heights. The demand for Aerospace products is projected to rise as Economies of Scale improves, resulting in lower costs. The Defense sector makes up the backbone of major economies worldwide. In light of ongoing global geopolitical conflicts, Defense is most certainly of great importance moving forward. The counters listed below are some of the largest corporations driving the Aerospace and Defense sector.
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Clean Energy
0%| 30 Counters
This category comprises of companies that are engaged in the business of advancement of Clean Energy and Conservation. Governments and companies around the world have started to pay attention to Clean Energy, as an “unhealthy” Mother Nature is detrimental to all living beings. Investors now perceive ESG friendly companies as more sustainable in the long run.
Read More..
World Leaders with Rule of 40
0%| 14 Counters
According to research from McKinsey & Company, companies in the top quintile of their industry are responsible for nearly 90% of their industry’s profits, averaging US$1.4bn in annual profits. In contrast, companies in the middle captured only a mere US$47mn in profits. This means that over a 10-year period, the top quintile of companies delivered the strongest total shareholder returns (+17% per year) while the bottom quintile delivered the weakest (+7% per year). Through the application of Rule of 40, we are able to sieve out the future leaders of tomorrow.
Read More...
Innovative Platform Providers
0%| 23 Counters
Platform provider is a modern multi-sided business model where interactions between two or more interdependent groups being facilitated through technology platform. There will be exchange of value involved between groups, usually supply-side vs demand side such as advertiser vs platform user, creator vs receiver or seller vs buyer. Company with such business model are to benefit from the “network effect” created as the participants increase and easily scale up over a short period of time.
Social Media Giants
0%| 25 Counters
Social Media today means a lot more than just connecting with people. Businesses are using Social Media to engage clients, while individuals are using it to build their own brands. Traditional media companies are also moving online to remain relevant, as Social Media generates lower costs and reaches out to a potentially larger pool of audience. Besides Facebook, do you know which other companies are in this industry?
Read More..
Esports and Gaming
0%| 23 Counters
Gaming industry revenues are expected to grow at 11% annually, and hit USD180 billion, according to a report by Newzoo. Esports, a relatively untapped industry, is attracting huge sponsorships and generating mass opportunities, with the SEA Games 2019 listing it as an official event. Do you know the list of companies leading this rising industry?
Read More..
China Internet Dragon
0%| 23 Counters
The number of Chinese Internet users has grown at a tremendous pace over the past decade, with 60% of its population currently connected to the Internet. Higher than the worldwide average of 57%, this figure is expected to grow. The counters listed below are those who have a huge influence in shaping the Chinese Internet industry.
Read More..
The Millennial Generation
0%| 28 Counters
The young today will eventually become the driving force behind the global economy. An increase in education standards worldwide will lead to better jobs that boast higher wages. This will result in a huge variety of demands from the Millennials. Which corporations are best suited to adapt in this ever-changing landscape? Find out below.
Read More..
Cloud Computing
0%| 29 Counters
While Internet connectivity has driven many business sectors, the Cloud Computing sector is often overlooked by investors. Cloud Computing is akin to providing computing power and storage over the Internet (i.e. cloud) that is easily accessible by anyone with an Internet connection. Many of the Internet giants such as Google, IBM, Microsoft and Amazon have already staked their claim in this lucrative business. See below for other companies that are fighting to get a share of the pie.
Read More..
Robotics and A.I.
0%| 28 Counters
Companies are employing machines that offer improved software interfaces, dexterity and weight-lifting capabilities to perform repetitive, heavy or dangerous tasks. Advancements in the Robotics industry have reduced costs for small and medium-sized companies, not just the big ones. And there’s growing demand for smart machines across various sectors in the global economy. Artificial Intelligence (A.I.) as a growth sector, is no longer a piece of science fiction.
Read More..
Aerospace and Defence
0%| 27 Counters
Population and income growth is driving the global Aerospace industry to new heights. The demand for Aerospace products is projected to rise as Economies of Scale improves, resulting in lower costs. The Defense sector makes up the backbone of major economies worldwide. In light of ongoing global geopolitical conflicts, Defense is most certainly of great importance moving forward. The counters listed below are some of the largest corporations driving the Aerospace and Defense sector.
Read More..
Clean Energy
0%| 30 Counters
This category comprises of companies that are engaged in the business of advancement of Clean Energy and Conservation. Governments and companies around the world have started to pay attention to Clean Energy, as an “unhealthy” Mother Nature is detrimental to all living beings. Investors now perceive ESG friendly companies as more sustainable in the long run.
Read More..
Data updated daily
*Market capitalisation in traded currency
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