Mega-trends are developing structural phenomena that will shape the world in the future. They’re mechanisms set in motion by powerful forces such as demographics, climate, new energy sources and healthcare. Mega-trends clearly define what the major socio-economic sectors of the future will be (and which ones will attract the greatest investment). Currently, the most notable mega-trends are smart cities, healthcare, big data and cloud technology, robotics, industrial automation and “green” industry. Follow me
Nvidia recently reported its earnings, showcasing strong performance, but it failed to meet the market's high expectations. Despite beating analyst forecasts, the stock faced a sharp sell-off as investors reassessed the company's future growth prospects.
Continue readingWhen constructing our Biorevolution strategy, we worked alongside futurist Dr Jamie Metzl, who is a member of the World Health Organization’s expert committee on human genome editing. We believe that we are on the precipice of a remarkable period,
Continue readingWhen constructing our Biorevolution strategy, we worked alongside futurist Dr Jamie Metzl, who is a member of the World Health Organization’s expert committee on human genome editing.
Continue readingWhen constructing our Biorevolution strategy, we worked alongside futurist Dr Jamie Metzl, who is a member of the World Health Organization’s expert committee on human genome editing.
Continue readingMegatrends evolve in waves, and investors can potentially benefit from using those waves in their portfolios. However, when it comes to timing thematic investment, success hinges on understanding the theme and its drivers more than valuations and fundamentals. Themes are driven by various factors, from regulatory changes to technological advances.
Continue readingArtificial intelligence represents a major innovation that is progressively structuring a productive ecosystem related to its applications. But what macro-areas can be identified from the investors' perspective? The AI driver in market growth Artificial intelligence has been the technology that has aroused the most enthusiasm among investors over the past two years, as shown for example by the extraordinary growth of chip manufacturer Nvidia and the more general upward race of technology s ...
Continue readingEvery year, BVP releases its ‘State of the Cloud’ report. In this blog, we highlight BVP's central focus on AI merging with cloud computing. Software-as-a-Service (SaaS) firms are becoming increasingly intertwined with AI in a post-ChatGPT world.
Continue readingThe possible impact of AI, specifically large language models (LLM), on people’s jobs is a big topic in 2024. In this piece, we looked at one example of a more ‘academic’ take on the issue and looked at some more ‘anecdotal’ views. We found that, although these systems can do a lot, we’ll be waiting a long time for systems that can complete jobs in full with zero intervention.
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