First Trust
Presentation
CPD
Internet: The Infrastructure for Innovation
The Power of Being Digital
- The vast investment opportunity the internet presents
- Some of the most interesting business models
- Physical vs digital business
- The growth opportunity within Chinese companies in this space
Gregg Guerin
Senior Product Specialist
First Trust
Thematic & Sector Lead Partner
Presentation
CPD
Internet: The Infrastructure for Innovation
The Power of Being Digital
- The vast investment opportunity the internet presents
- Some of the most interesting business models
- Physical vs digital business
- The growth opportunity within Chinese companies in this space
Thematic & Sector Lead Partner
Presentation
CPD
Cloud Computing: Being Digital in Volatile Markets
- A recap of the cloud and cybersecurity investment themes
- How growth stocks have fared historically against rising interest rates
- A review of the sales growth across these themes
- Why investment in cloud services and cybersecurity is now a necessity
Gregg Guerin
Senior Product Specialist
First Trust
Thematic & Sector Lead Partner
Presentation
CPD
Cloud Computing: Being Digital in Volatile Markets
- A recap of the cloud and cybersecurity investment themes
- How growth stocks have fared historically against rising interest rates
- A review of the sales growth across these themes
- Why investment in cloud services and cybersecurity is now a necessity
Thematic & Sector Lead Partner
Presentation
CPD
5G Mobile Technology
Investing in the Next Generation of Mobile Connective Technology
- How this theme spans both the physical and the digital
- Why valuations in this segment remain relatively cheap
- An exploration of the $1 trillion+ revenue segment
- Which sectors this theme can disrupt and enable
Gregg Guerin
Senior Product Specialist
First Trust
Thematic & Sector Lead Partner
Presentation
CPD
5G Mobile Technology
Investing in the Next Generation of Mobile Connective Technology
- How this theme spans both the physical and the digital
- Why valuations in this segment remain relatively cheap
- An exploration of the $1 trillion+ revenue segment
- Which sectors this theme can disrupt and enable
Thematic & Sector Lead Partner
Panel Discussion
Hosted by ETF Strategy
CPD
The Digital Economy: Investment Perspectives and Projections
- Benchmarking the digital revolution: where are we in this multi-decade-long megatrend?
- Future innovation and unexplored opportunities for digital adoption
- Putting valuations into context
- Incorporating thematic exposures within portfolios
Gregg Guerin
Senior Product Specialist
First Trust
Kevin Carter
Founder & CIO
EMQQ
Mark Abssy
Head of Indexing
Tematica Research
Simon Smith
Moderator
ETF Strategy
Thematic & Sector Lead Partner
Panel Discussion
Hosted by ETF Strategy
CPD
The Digital Economy: Investment Perspectives and Projections
- Benchmarking the digital revolution: where are we in this multi-decade-long megatrend?
- Future innovation and unexplored opportunities for digital adoption
- Putting valuations into context
- Incorporating thematic exposures within portfolios
Thematic & Sector Lead Partner