– We are convinced to be in the early innings of a major period of disruption, pushed by rapid technology advancements and changing consumer preferences. Falling computing costs, the rise of artificial intelligence, and ubiquitous connectivity are dramatically changing how companies operate and the products they sell. Similarly, powerful themes are stemming from demographics. Finally, climate risk is changing consumer habits, pushing the adoption of clean technologies and the revolution of the energy ecosystem. Hence, we are also looking to market several exciting thematics funds – more news to come.