Thematic Investment Baskets

A landmark Australian court ruling found that Apple and Google abused their market power, forcing them to allow alternative payment systems. This decision creates a significant opportunity for third-party payment processors to integrate with mobile app stores.

Cenovus Energy is pursuing a joint acquisition of MEG Energy in partnership with a coalition of Canadian Indigenous groups. This potential deal signals a new era of Indigenous co-ownership in the energy sector, creating opportunities for companies that support these evolving large-scale projects.

Boeing's latest delivery figures highlight the ongoing, intense production race against its main rival, Airbus. This competition creates a favorable investment landscape for the critical component suppliers that both aerospace giants depend on to build their aircraft.

Recent data shows core inflation rising due to new tariffs, creating a complex situation for the Federal Reserve. This highlights an investment opportunity in companies that can thrive in an inflationary environment, particularly those with domestic operations and the ability to set prices.

Ford is investing $2 billion to produce an affordable electric pickup, aiming to make EVs accessible to a wider audience. This strategic move creates a significant opportunity for companies in the electric vehicle supply chain, from battery makers to component suppliers.

Recent data shows that while headline inflation is steady, core inflation is rising, partly due to new tariffs. This creates an investment opportunity in companies with strong pricing power that can protect their profits by passing on higher costs to consumers.

Boeing and Airbus are in a constant race for production supremacy, with monthly delivery figures highlighting their intense competition. This creates a sustained demand for a wide range of suppliers, making the companies that provide critical aerospace components and services a key investment opportunity.

Recent U.S. government restrictions on AI chip exports to China are reshaping the semiconductor landscape for companies like Nvidia and AMD. This creates a potential opening for investment in semiconductor firms that are less exposed to the escalating U.S.-China tech rivalry.

Cenovus Energy is partnering with Canadian Indigenous groups to acquire a stake in MEG Energy, signaling a new collaborative approach to resource development. This could create opportunities for companies integral to the Canadian oil sands infrastructure and operations.

The FDA's potential withdrawal of Pfizer's COVID vaccine for young children is reshaping the pediatric pharmaceutical landscape. This regulatory shift could create a significant market opening for other drugmakers focused on pediatric vaccines and therapies.

Following a stock drop from a clinical trial setback, Eli Lilly executives made significant share purchases, signaling strong belief in the company's future. This insider confidence highlights a potential investment opportunity in the rapidly growing and competitive GLP-1 weight-loss drug market.

With the FDA granting priority review to GSK's new oral antibiotic for gonorrhea, a new front has opened in the fight against drug-resistant bacteria. This theme focuses on the biotechnology companies developing the next generation of antibiotics to address this critical and growing public health need.