Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Thematic (Sector/Industry)

Spain Financials / Thematic (Sector/Industry)

<p>This article looks at the impact of artificial intelligence (AI) technology on the investment management community.</p><p>AI will change the investment landscape in three ways. First, investors will be forced to place more value on the quality of a company’s AI assets. Second, investors themselves will rely far more on AI-based research techniques to support their investment approach. And third, investors will compete head to head for AI talent with the technology sector.</p>

This article looks at the impact of artificial intelligence (AI) technology on the investment management community.AI will change the investment landscape in three ways. First, investors will be forced to place more value on the quality of a company’s AI assets. Second, investors themselves will rely far more on AI-based research techniques to support their investment approach. And third, investors will compete head to head for AI talent with the technology sector.

Sumitomo Mitsui Financial Group (8316 JP)

Mitsubishi UFJ Financial (MUFG) (8306 JP)

Sumitomo Mitsui Financial Group (Sponsored Adr) (SMFG US)

Sumitomo Mitsui Financial Group (Sponsored Adr)

Shanghai Pudong Development Bank Co. (600000 CH)

Taiwan Semiconductor (TSMC) - ADR (TSM US)

Mitsubishi UFJ Financial (MUFG) ADR (MUFG US)

Samsung Electronics Pref Shares (005935 KS)

What AI Means for Investors