Thematic Insights

Thematic Insights

Series

Exploring the mega-trends shaping consumer behaviour and disrupting the way businesses operate. From cybersecurity to subscription models, we investigate the drivers behind these trends and what they mean for investors.

Veritas Asian Fund : The Asian Century

A conversation with Ezra Sun, Veritas's Head of Asia and manager of the Veritas Asian Fund, on how the EM Asia region and investing space have changed, the region's investment potential and what would surprise us about China.

Healthcare Highlights

A long-term and defensive sector, healthcare's critical role in a post-Pandemic world is clear. To read our latest Thematic Insights, please contact us. Furthermore you can listen to our Podcast, watch and read about the silver economy or contact us to read our thematic insights article.  

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The Cloud

From the history to commercialisation of the Cloud, we explore the latest market trends in the wake of the Pandemic which are fuelling growth in businesses' adoption of cloud computing services.

Hydrogen

With the United Nations’ 26th Climate Change Conference, COP 26, on the top of the 2021 event agenda, the hydrogen debate is moving center stage.

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Cybersecurity

Few situations in life are more discriminating than having your private data stolen - such as bank details, home address and phone numbers. 

Streaming wars

When Neil Armstrong and Buzz Aldrin in 1969 left the Apollo Lunar Module Eagle and took those small steps on the lunar surface, millions of families cramped together in front of their dreamy televisions to watch history in the making.

Industry 4.0

A record of 2.7 million industrial robots operated in factories globally in 2020, illustrating some of the challenges posed by the pandemic for physical manufacturing facilities. A follow-up Q&A can be read here

Artificial Intelligence

The birth of artificial intelligence (AI) can be traced to an eight-week workshop held by mathematicians and scientists at Dartmouth College in 1956. 

eCommerce

eCommerce is transforming the retail market as global online sales are set to double from 2017 to 2022 and internet connectivity will reach 3 billion users in emerging markets by 2022.

The Asian Century

With 4.6 billion inhabitants, Asia accounts for nearly two-thirds of the global population.

Subscribe and stay

Part of our daily routine
Widespread adoption of subscription models means they have become a part of our daily lives.

Investing in the planet

Gaining momentum
The public and corporate debate around climate change has gathered pace with a growing need for environmental action.

 

Gaming

Fast growing
Total spend in the global gaming market is set to reach roughly $218.7 billion in 2024, at a CAGR of 9% (2019-2024).

Dividend Investing

When the Dutch East India Company in 1610 paid a dividend, it was the first time a publicly listed company distributed wealth to investors in this form.