Thematic Research

A powerful, integrated research ecosystem enabling smarter investment decisions. Quickly identify winners and losers in a highly disruptive competitive landscape.

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Understand the big picture

Access an integrated, global thematic ecosystem

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Predict disruptive themes

Identify the players & technologies that will disrupt your business

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Identify future competitors

Secure the competitive edge with value chain analysis that identifies leaders and laggards

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Protect your blindside

Minimize risk by considering all possible themes that could impact your company

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Invest in the right companies

Identify the right M&A targets that will drive market share

How It Helps

Research Reports
Concise at the top; detailed at the bottom

  • Sector Scorecard Reports
    • Identify winners and losers per sector when all themes are taken into account
    • Analyze company performance across key themes, risk, and valuation
  • Multi Theme Reports
    • Covering all stocks, sectors and themes
    • Improve decision making with a clear picture of how everything fits together
  • Single Theme Reports
    • In-depth research into a specific theme
    • Identify winners and losers in a single theme based on technology leadership, market position and other factors

Thematic Engine
Scorecard to pick winners and losers in every sector

  • 600 TMT stocks are tracked against 50 themes, generating 30,000 thematic scores
  • Themes are weighted differently for each sector
  • Algorithms calculate overall thematic leadership
  • Cloud-based software timely and hassle-free access to 18 live sector scorecards within TMT
  • Powerful extension of the GlobalData Intelligence Center

Who We Help

GlobalData offer solutions tailored to best support you in your role

We help senior corporate executives increase the value of their corporations.

Request a demo

Supporting Senior Corporate Executives in their roles:
Drive value

We have developed an algorithm-based “thematic engine” that identifies, assesses and nets off all major themes driving a company to help CEOs identify which themes to invest in (and which to avoid), which companies to acquire and how well they are positioned thematically in relation to their competitors.

iconChief Executive Officers

  • Inform long-term vision
  • Increase share price by identifying what the market rewards

iconChief Strategy Officers

  • Understand the trends shaping your industry
  • Identify disruptive threats and opportunities
  • Identify M&A targets

iconChief Technology Officers

  • Understand the global tech landscape
  • Develop tech roadmap & capability requirements
  • Identify leading tech vendors

iconInvestor Relations & Press Relations

  • Benchmark against competition
  • Highlight competitive strengths to investors

iconSales & Business Development

  • Understand clients’ strengths & weaknesses
  • Match products to clients’ needs
  • Benchmark company strengths against competitors

iconChief Marketing Officers

  • Evaluate competitor strengths & weaknesses
  • Safeguard the business’ competitive advantage

Theme Coverage

Indicates a Megatheme

Spot winners ahead of the crowd.
These are the main investment themes we researched in 2017.
To keep updated on our latest coverage visit our Media Center

  • Gaming
  • Software as a service
  • Infrastructure as a service
  • E-commerce
  • Generation Hashtag
  • China
  • Autonomous vehicles
  • Wearable Tech
  • Industrial Internet
  • Internet TV
  • Internet advertising
  • Social media
  • M&A
  • Automated home
  • Ambient commerce
  • Cybersecurity
  • Big data
  • Net neutrality
  • Tax avoidance
  • MedTech
  • Machine learning
  • Virtual reality
  • Data privacy
  • Mobile payments
  • Crowd funding
  • Online banking
  • Crypto-currencies
  • Blockchain
  • Voice
  • Virtual assistants
  • Robotics
  • Genomics
  • Batteries
  • Anti-competition laws
  • 3D printing