Category Archives: News

An Overlooked Contributor to the Nursing Crunch

An Overlooked Contributor to the Nursing Crunch

We’ve written many times about the predicted nursing shortage as aging Baby Boomers reach a point where they demand more medical assistance and day to day care. A recent article in U.S. News and World Report points to another interesting component of the nursing shortage, one that could essentially be viewed as a self-inflicted pain point for Boomers

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Amazon examines bigger uses for its cashierless technology

Amazon examines bigger uses for its cashierless technology

Ever the disruptor, Amazon is testing its cashierless checkout technology in larger format stores compared to the footprint for Amazon Go. Implications about even if Amazon keeps the technology to itself.

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Marriott’s Starwood Data Breach Affects Up to 500 Million People

Marriott’s Starwood Data Breach Affects Up to 500 Million People

Marriott’s cyber attack is one of the larger ones in recent history, but what separates it from others in the past is the recent passage of the EU’s General Data Protection Regulation privacy law. This will make the Marriott attack not only one to watch but also a likely driver of spending associated with our Safety & Security investing theme.

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By 2022 Cisco predicts nearly 5 zettabytes of IP traffic per year 

By 2022 Cisco predicts nearly 5 zettabytes of IP traffic per year 

Cisco Systems says more traffic will be created in 2022 than in the first 32 years since the internet started. That’s a powerful tailwind for our Digital Infrastructure investing theme that is being led by our Digital Lifestyle and Disruptive Innovators investing themes. 

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