Introduction
In this webinar, we share our conviction on why a cybersecurity allocation makes sense at this stage of the economic cycle. We also explore how our Cybersecurity strategy continues to benefit from its pure thematic exposure to an AI-charged sector experiencing explosive growth.
Within the webinar
- Exploring the Cybersecurity Landscape: Dive into the current state and explosive growth of the cybersecurity sector, underpinned by AI advancements and digital transformation. Understand how our Cybersecurity and Data Privacy strategy offers targeted exposure to this dynamic industry.
- Economic Cycles and Cybersecurity Investing: Learn how the changing economic landscape, especially the shift in Federal Reserve rate regimes, creates unique investment opportunities in cybersecurity stocks, and how our strategy capitalises on these changes.
- Performance Insights: Examine our Cybersecurity strategy strong year-to-date performance, emphasising its low-cost structure and unique revenue-purity investment approach. Review comparative data to showcase our strategy’s standing against key competitors.
- Looking Ahead: Discuss the evolving market cap allocation within the cybersecurity theme, the resilience of the sector through challenging economic phases, and future growth prospects driven by continuous innovation and AI integration.
Webinar recorded on 12 December 2023.
