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Thematic Analysis
Ecommerce – Thematic Intelligence
Ecommerce Report Overview The e-commerce market was worth $5.9 trillion in 2022 and is expected to expand at a compound annual growth rate (CAGR) of more than 9% between 2022 and 2027 primarily driven by improved technology and delivery services and wider internet adoption. The E-commerce thematic report provides an overview of the e-commerce theme. It identifies the key trends impacting the growth of the sector over the next 12 to 24 months. It includes a comprehensive industry analysis, outlining...
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Company Insights
Trussle – Tech Innovator Profile
Trussle is an online mortgage broker in the UK. It utilizes automation, algorithms, and analytics to help homeowners and prospective buyers compare and select from a range of mortgage products. This report provides insights into Trussle, including an overview of the company and its product offering, detailed coverage of its business model and operations, information on its funding and partnerships, and biographies of its senior management.
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Thematic Analysis
Cloud Computing in Consumer Goods – Thematic Research
We see seven broad investment theme categories in 2018: Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding Digital media: internet tv, ecommerce, social media Advanced manufacturing: robotics, 3D printing, genomics, quantum computing Sustainability: electric vehicles, batteries, sharing economy Macro and regulation: M&A, net neutrality, data privacy,...
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Thematic Analysis
Tech and Media Trends 2018 – Global Thematic Research
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 media, fintech, advanced manufacturing, macroeconomic issues and regulation. This Global Tech and Media Trends Report 2018 attempts to give readers a comprehensive outlook for the top 600 companies in the space over the next two years. Inside this report, we look at the key trends that will impact the technology and...
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Thematic Analysis
TMT Predictions 2018 – Global Thematic Research
We see seven broad investment theme categories in 2018: Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding Digital media: internet tv, ecommerce, social media Advanced manufacturing: robotics, 3D printing, genomics, quantum computing Sustainability: electric vehicles, batteries, sharing economy Macro and regulation: M&A, net neutrality, data privacy,...
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Company Insights
Fintech Profile: Neos
Neos is a mobile application offering Internet of Things (IoT)-powered home insurance in the UK.
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Thematic Analysis
Ecommerce Themes 2017 – Global Thematic Research
Before we look at the big themes, let us first put things into perspective by glancing at the share price performance of Ecommerce companies relative to other Internet & media sectors and relative to the S&P 500 index. Over the last two and half years, the S&P 500 index has increased by 16%. During that period, our equal-weighted index of the leading Ecommerce stocks has risen by 18%. Meanwhile, social media stocks have risen by 4%; digital marketing stocks have...
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Thematic Analysis
TMT Predictions 2016 Part 2 – Global Thematic Research
In Part II, it covers the second ten – virtual reality, wearable technology, autonomous vehicles, the Industrial Internet, software defined networks, adtech, 3D printing, robotics, Generation Hashtag and regulation. Inside this report we look at the most important investment themes for 2017 and identifies winners and losers.
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Thematic Analysis
Leaders and laggards in Global TMT – Global Thematic Research
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 population and sagging productivity. Under Shinzō Abe’s leadership, Japanese business is starting to develop a ‘risk-on’, technologically innovative culture. Key industries of the future for Japan could be robotics, precision components, smart electric vehicles , high performance computing, consumer electronics, video games, ecommerce and social media. Japan’s leading companies in many of these...
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Thematic Analysis
TMT Predictions 2017 – Global Thematic Research
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, MedTech, robotics, Internet TV, the Splinternet, Generation #Hashtag, regulation, 3D printing, quantum computing and M&A. This report pulls together the most important tech investment themes for 2017 and identifies “winners” and “losers” within each theme.