INNOVATION
A Changing World

INVESTMENT CASE
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  • Innovation is becoming core in many industries, allowing companies not only to reduce costs thanks to automation (artificial intelligence, robotics)
     

    • but also to come up with new products, enjoy higher pricing power (smart products) and to develop new business models (sharing economy…)
       

  • This digital evolution has the potential to reshape markets faster than perhaps any force in history, with the spotlight being currently on the Internet of Things, virtual / augmented reality, artificial intelligence, robotics, medical devices…
     

  • The Innovation theme gathers our top ideas among innovative technologies that are impacting current businesses and transforming the economy
     

  • The investment universe is naturally composed of Tech, Biotech and MedTech players, it can also include more traditional companies whose business model shifts thanks to innovation