Aaron Koh

Investment Strategy Analyst
Singapore
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Insights By Aaron Koh

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Thematic exposure Artificial intelligence (AI) Machine learning iStrat Equity Innovation Article Thematic solutions
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Thematic investing focus: Cloud-backed AI and enterprise intelligence

Cloud-based computing and artificial intelligence are transforming the way enterprises operate, creating what we believe will be a secular tailwind for companies providing software, machine learning tools, and cybersecurity. 

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By

Jeff Wantman

Aaron Koh

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Article
2024-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Thematic exposure Innovation Education iStrat Equity Disruption Article Thematic solutions
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

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By

Simon Henry, CFA

Aaron Koh

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Article
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Thematic exposure Innovation Sustainability iStrat Equity Article Global Industry Research Thematic solutions
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Thematic investing focus: The future of food

The global food system has reached a tipping point and change is coming, creating investment opportunities aided by demographic, policy, and innovation tailwinds.

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Article
2024-01-31
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