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Digital Infrastructure and Innovation – The new core portfolio of the 2020s

Published 11 Sep 2020


The Mega Cap 7

The hard infrastructure assets required to power the global digital economy are mostly owned and operated by 7 global technology companies:

  • Alibaba
  • Amazon 
  • Apple 
  • Facebook
  • Google 
  • Microsoft
  • Tencent

They have a market capitalisation of US$8.5T and represent ~10% of global equities. Global data is expected to grow 60-fold by 2035, driving strong long-term growth for these 7 digital network owners. 

We believe that to successfully meet rising monetary inflation, investors should pivot away from old economy companies in favour of the digital economy in their core portfolio. As an example, 30-40% of investors’ capital should be allocated to these 7 strong Mega Cap companies.


The Digital Disruptors

We believe investors should allocate a further 30-40% of capital in their core portfolio into global and exponential technology companies who are launching highly innovative products for both business and consumers. 

Utilizing digital networks, technology innovators now have the tools to challenge entrenched market leaders across almost all sectors. Examples include; 

  • Tesla
  • Intuit
  • Afterpay
  • Xero
  • Megaport
  • Shopify

Tesla is driving an automobile revolution through electric and autonomous vehicles, aiming at 20 million sales per year or 25% of the global market long-term. Add in Tesla’s Space, Battery and Solar divisions, and we see a bright future for Tesla. 

The Future

Web 3.0 

Web 3.0 is the third internet generation, connecting devices in a decentralised network that allow a more transparent and secure network unlike Web 2.0’s (such as social media platforms) dependence on server-based databases. 

The early leader in Web 3.0 is Bitcoin, which protects purchasing capital as well as providing easy transferable over secure digital networks for near-zero cost. The early 2020’s will see central banks introduce digital money.

Ethereum represents a global computer which is a single source of truth for all governance, money and decision making. It is introducing a new wave of open-source, transparent, immutable and censorship-resistant financial products accessible to anyone with an internet connection.

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