Where We Invest
Six themes shaping the next decade.
We invest at the convergence of major investable themes, each undergoing massive scale and adoption, to drive future success and durable value creation.
The central technology catalyst
Artificial Intelligence
AI is set to become a central technology catalyst, potentially accounting for more than 60% of global equity market value by 2030.
Explore sector → 02An efficient, inclusive financial system
Financial Services
Long-term value in financial services and DeFi hinges on integrating innovative technology with sound investment principles.
Explore sector → 03How the world will spend its time
Digital Leisure
As AI lowers the average workweek, consumers will spend more on online entertainment, gaming and e-sports.
Explore sector → 04Precision, longevity and well-being
Healthcare and Wellness
Precision therapies, medical technology and AI-driven solutions enhancing health, longevity and well-being.
Explore sector → 05Turbocharging the energy transition
Green Energy
Commercial upside can turbocharge the transition to a decarbonized world across generation, storage and mobility.
Explore sector → 06The foundation for the next decade
Infrastructure
Robust infrastructure underpins sustained growth and technological progress, especially in India and the Middle East.
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