#Investment themes
articles
Markets
Listed Private Equity: How the Unlisted-Business Model Becomes a Public-Market Theme
Private equity funds back companies outside the stock exchange, yet some PE firms list their own shares. Here is what th...
Markets
Inside the NBA's Money Machine: Media Rights and Rising Franchise Values
The NBA's four revenue streams - sponsorships, TV rights, tickets and merchandise - are lifting franchise values and par...
Markets
Quantum Computing Seen as a $65 Billion Investment Theme by 2030
The global quantum computing market could explode from $500 million to $65 billion by 2030, driven by its potential to r...
Markets
Silver Economy Investing: Avoiding the Hype Behind a Demographic Certainty
The aging population is a mathematical inevitability, but thematic investors betting on the silver economy must stay ale...
Markets
Why Recyclers Are an Investment Theme: Supply Risks, Solar Panels and EV Batteries
Zonebourse's circular-economy list frames reuse and recycling as a hedge against raw-material shortages, with solar pane...
Markets
Tracking Warren Buffett's Portfolio: What the 13F List Actually Shows
MarketScreener's Buffett theme list maps Berkshire Hathaway's US equity holdings from quarterly SEC filings — with lag a...