Recent Reports

In a move to appease hawks pushing for tighter restrictions on Huawei Technologies, the UK is considering a ban on the installation of 5G equipment from Huawei as soon as next year, well before a blanket ban in 2027. UK lawmakers are set to debate the bill next week, and should it come to pass […]

It’s extremely important for digital shopping and e-commerce platform websites that handle sensitive customer information to ensure the communication between servers and users is encrypted. As we move in the 2020 holiday shopping season, one that is widely expected to shift considerably to digital shopping given the resurgence in the coronavirus, this is more critical than ever. […]

The plant-based meat market is expected to grow enormously in the coming years given the shift in consumer preferences for sustainable. Barclays predicting the market will grow by more than 1,000% over the next 10 years to reach $140 billion by 2029. It comes as no surprise to us then that companies would look to […]

When thinking about cybersecurity and backdoors, we usually think this is a technique employed to attack corporations or governments.  It has been revealed that Middle America was targeted through embedded vulnerabilities in mid-tier routers. Walmart-exclusive Jetstream routers and Wavlink routers contain hidden backdoors. The routers are actively being exploited by Mirai malware Source: Walmart-exclusive router […]

After over 920 years, Oxford University has been prompted to make a bold step forward in making menu changes that will not only benefit the environment (assuming more institutions follow suit) but also help their students lean towards a healthier diet. No word on the fate of the “traditional English breakfast” – yet. BURGERS and […]

In as much as hydroponic farming was an agriculture curiosity in the 1980’s (and quickly relegated to growing “Hydro Weed”) that technology coupled with some clever algorithms and space planning has given rise to crop yields that would make John Malthus himself throw up his hands in frustration. 95% less water. 99% less land. 400X […]

Folks in the U.S. will, in one form or another, be celebrating and giving thanks as part of the Thanksgiving holiday. This year they will be joined by shareholders of Costco Wholesale (COST) given the company’s recently announced $10 per share special dividend that will be paid on December 11 to shareholders of record on […]

Our Investment Themes

Aging of the Population

The impact on the economy of a global demographic shift to a more senior population

DIGITAL INFRASTRUCTURE

The foundational services and technologies that enable continuous access to information, commerce, communication, and entertainment that have become a daily fact of life.

DISRUPTIVE INNOVATORS

Disruptive Innovators today span not just technology, but also biological sciences, material science, healthcare, energy, consumer and business services.

LIVING THE LIFE

Those luxury goods and services that give pleasure to the buyer while also serving as a sign of having made it and reflect a level of social standing and indulgence

Rise of the Global Middle Class

Focuses on areas around the world where rising disposable incomes are driving consumers to look for ways to improve themselves and the way they live.

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CLEAN LIVING

The growing demand for products that claim to be natural, boost health, or have a positive impact on the environment.

DIGITAL LIFESTYLE

The confluence of high-speed networks, expanding computing power, and falling storage costs have changed how consumers interact, share, shop, transact, game, pay and consume content.

GUILTY PLEASURES

Those little treats and would-be harmless vices that we as consumers like or need to have from time to time even though there may be a form of guilt associated with indulging.

MIDDLE CLASS SQUEEZE

Lower employment, increased savings rates, lack of available credit, and weak income growth have led consumers to save where they can, seeking more value for each dollar spent.

SAFETY & SECRUITY

The evolving needs across individual, cyber, corporate and homeland security as behaviors shift away from reactionary defense towards always prepared and secure.