The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation.
This Global Tech and Media Trends Report 2018 attempts to give readers a comprehensive outlook for the top 600 companies in the space over the next two years.Inside this report, we look at the key trends that will impact the technology and media sectors worldwide, identifying winners and losers.
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About our Thematic Research Ecosystem
– The has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.
To do this, tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in “thematic engine” help to clearly identify the winners and losers within the TECH AND MEDIA sector. Our 600 TECH AND MEDIA stocks are categorised into 18 sectors.
Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another..
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