Frequently, we are asked to elaborate on trends that we see developing. Over the next five years we believe the following forces will create new markets and fundamentally transform others. These are the investment themes we will be following.

  • Miniaturization
  • Next generation materials 
  • Pervasive computing and storage
  • Pervasive networks
  • "Internet-ization" of business models
  • Convergence of information technologies and life sciences
  • Virtual companies