Pictet's Thematic Equities range: investing in the digital revolution

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PARTNER INSIGHT: Evolving consumer behaviour is revolutionising how businesses operate. Consequently, companies that are able to adapt by creating innovative products and services should benefit from unrivalled growth potential. This is forcing investors to focus instead on the structural forces shaping our world: megatrends. How we react to these megatrends will determine not only our futures, but those of the coming generations.

The "digital revolution has only just begun" says Sylvie Sejournet, manager of the Pictet-Digital fund. Sejournet says: "Online payments represent less than 1% of the total global payments of over $54bn. And only 9% of global retail sales are conducted online. Even in the advertising industry, which is known for its online progress thanks to companies like Google and Facebook, the online penetration is less than 30%. In short: for companies in these sectors, considerable growth is to be expected." Sophisticated AI, wearable technology, cryptocurrencies and the expansion of the Interne...

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