The Internet of Things (IoT), a network of easily deployed sensors and smart devices, combined with advanced analytics platforms and cloud services, has the potential to disrupt and strengthen products and services across multiple industries.
As computers have become more powerful and data more readily available, advances in artificial intelligence (AI) and machine learning have followed. The combination of these disciplines with robotics can have a significant economic- and business-related benefit.
Unlike other investment strategies that can be bound by geography or market capitalization classifications, the thematic investing strategy focuses on themes that can break macro trends and create an opportunity to produce returns that may look different from the overall market.
Long-term fundamental investors do not make investment decisions based on the length of a streak or whether a bull or bear market line has been crossed. Statistics can be helpful, but they have their limitations.
The challenges confronting water resources and its associated infrastructure present a compelling thematic investment opportunity, since water shortages in the coming decades are expected to boost prices for this commodity.
Even as the financial markets have rallied in early 2019, recession concerns have dominated investor discussions. We continue to believe that the U.S. economy will avoid recession this year.
Direct investments for wealthy individuals and family offices can be challenging when competing with the experience, intellectual capital, and the deep network of relationships forged by a private equity firm.
