Hi [[ session.user.profile.firstName ]]

Thematic Investing: Technological Transformation

The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics.

Our Panel includes:
[Moderator] Justin Simler of Tatton Investment Management
Richard Lightbound, CEO, EMEA of Robo Global
Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
Christopher Gannatti, Head of Research, Europe for WisdomTree
Recorded Jun 9 2020 60 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree
Presentation preview: Thematic Investing: Technological Transformation

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Thematic Investing: Understanding the impact of megatrends on economic value Sep 8 2020 3:00 pm UTC 60 mins
    Justin Simler, Tatton IM
    The world is more connected than ever. This series has explored how 4 themes - environment, technology, digitization and geopolitics - shape one another. Now, we will bring our understanding of megatrends into focus with analysis of the economic value these themes will provide.
  • Thematic Investing: Shifting geopolitics and power Aug 11 2020 3:00 pm UTC 60 mins
    Justin Simler, Advisor, Tatton IM | Melissa Davies, Chalk Macro
    This discussion will examine whether the trend to globalization is now reversing and what this means for geopolitics, asset returns, and investment portfolios. Increasing globalization, enabled by technological advances, has led to a hyperconnected and urbanized world. This in turn has led to systemic challenges such as sustainability, social inequality, pandemics, cybersecurity, and mass migration.

    Join this webinar to hear the panelists discuss topics that include:

    · Divided nations and market-based solutions
    · The rise of nationalism: the future of global governance and trade alliances
    · The impact of a new cold war
    · The changing opportunity in emerging markets
    · The erosion of trust and de-dollarization
    · The global savings challenge
    · The decline of super-cities
  • Thematic Investing: Digitization, Cybersecurity & Privacy Jul 14 2020 3:00 pm UTC 60 mins
    Justin Simler, Advisor, Tatton IM | Gregg Guerin, Senior Product Specialist, First Trust | Ioan Demeter, MD, Mobisoft
    The fourth industrial revolution has arrived, driven by data, the internet of things (IoT) and AI. Whereas the third revolution was about digital technologies, the fourth revolution is about digital connectivity. Meanwhile, the response to COVID-19 is accelerating the pace of change and requires a significant advance in digitization.

    Join this panel to understand:

    - What happens when digital, physical and biological worlds interact.
    - How digitization, cloud, big data, Internet of Things and digital platforms will transform the world in which we live.
    - How to manage digital threats to security and privacy.
  • Thematic Investing: Technological Transformation Recorded: Jun 9 2020 60 mins
    Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

    In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics.

    Our Panel includes:
    [Moderator] Justin Simler of Tatton Investment Management
    Richard Lightbound, CEO, EMEA of Robo Global
    Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
    Christopher Gannatti, Head of Research, Europe for WisdomTree
  • Thematic Investing: Environmental Challenges Recorded: May 12 2020 63 mins
    Justin Simler, Tatton IM | Hasan Cerhozi, Vigeo Eiris | Joseph Lake, The Climate Service | Louise Dudley, Federated Hermes
    Environmental change (together with social factors) are two of the most recognised megatrends thanks to an increasing focus on ESG. However, the interconnections between this and the other megatrends are less commonly explored. Between 2017-2019, 44 separate climate issues affected financial markets to the tune of USD $456 Billion. These included both severe yet acute physical risks like hurricanes, bushfires, flooding, and global pandemics as well as more chronic risks affecting our ecosystem such as loss of biodiversity, sea level rise and water scarcity.

    In Episode 2 of Thematic Investing: How Megatrends Power Thematic Portfolios, we discuss the impact of physical risks on the environment and impact of adaption and mitigation responses to these physical risks.
  • Thematic Investing: Analysing Megatrends as a System Recorded: Apr 14 2020 60 mins
    Justin Simler, Advisor, Tatton IM | Edward Bryan, AllianceBernstein | Rob Powell, Blackrock | Melissa Davies, Chalk Macro
    In investing as in life, “things take longer to happen than you think they will, and then they happen faster than you thought they could” (Dornbusch).

    Although a discussion of global change and megatrends can be traced back to Zbigniew Brezinki (“Between Two Ages: America’s Role In The Technetronic Era”, 1970) and John Naisbitt (“Megatrends: Ten New Directions Informing Our Lives”, 1982), the pace of these changes is accelerating.

    This series of talks will discuss the four most important megatrends with an episode devoted to each of them:

    •Environmental challenges
    •Technological transformation
    •Globalisation and shifting geopolitics
    •Society and demographics


    We aim to look deeper into each of these megatrends and their sub-trends, exploring the interconnections between them, what happens when multiple trends reinforce one another and how investors can manage exposure to these themes in their portfolios.

    This first episode of Thematic Investing will explore why megatrends have become so important and their implications for portfolio risk and performance. The panellists will discuss how Megatrends can power thematic portfolios.
How megatrends power Thematic portfolios.
The investment landscape has never been more dynamic. We are more connected than ever before, and these interconnections - technological, environmental, political, and social - create both chaos and opportunity. This series will provide investors with a deeper understanding of Megatrends and highlight strategies that can be used to benefit from the opportunities they create.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Thematic Investing: Technological Transformation
  • Live at: Jun 9 2020 3:00 pm
  • Presented by: Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree
  • From:
Your email has been sent.
or close