Hello Pynk Community
With the launch of Thesis Portfolio earlier this month, we saw their flagship investment product brought to market. The ‘Thesis Portfolio’ gives investors exposure to a number of considered investment themes (or ‘Theses’) individually validated by Pynk’s Crowd Wisdom system and Thesis Portfolio’s in-house Investment Committee - identifying segments, assumptions, catalysts, and market developments so as to identify and monitor assets and investment theses.
Theses cover a broad range of fascinating and dynamic market sectors, including precious metals , AI, solutions to global warming, blockchain technology and much, much more. This week we are turning our Focus to ‘Ready Player One’, a thesis carefully composed to capture the associated financial benefits of investing in the move towards a more digital world.
The Gaming industry has seen tremendous growth during the pandemic, and the Thesis Portfolio Investment Committee believe it is set to continue. Analysts are consistently adjusting their expectations for this sector, as it continues to grow, benefiting from increased accessibility and improved supply chains globally. The demand success throughout 2019 & 2020 is a demonstration of the sustained interest by younger generations, with no perceived signs of slowing down on the horizon.
"The growth of streaming services such as Twitch has opened this world up to the everyday user, and that has translated into increased spend per person as individuals search to become the next ‘Ninja’ or ‘Shroud’. This new age superstar dream chasing is expected to grow with its ever expanding user base.
Not only is gaming benefiting from this growth, but hardware and software manufacturers and suppliers are too. In the age of smart technology, we’ve seen a continuous transition towards total reliance upon wearable devices, along with smart home products. The wild success of smart products is only expected to continue, with the various stakeholders set to benefit for decades to come." says Philip Fletcher, Director, Head of Trading, Thesis Portfolio.
The play here is simple, the Thesis Portfolio Investment Committee have found individual beneficiaries who are positioned effectively, and have established themselves as major players within a defined niche within this vast industry. This allows the committee to monitor and respond to focused news flow and expectations surrounding those key areas.
All investments have the potential for profit and loss and your capital may be at risk. Past performance is not indicative of future results.
This material is not investment research in accordance with the legal requirements designed to promote investment research independence and is also not subject to any prohibition on dealing ahead of the dissemination of investment research; and as such is considered to be a marketing communication.