New strategies for an age of uncertainty

We are an independent research house that focuses on technologies that are terraforming the global economy.

We work at all scales and in all sectors. We aim to provide a one-stop shop for fund managers and corporate strategists working to figure out how technology will reshape the industrial environment over the next three to five years.

We are an independent research house that focuses on technologies that are terraforming the global economy.

We work at all scales and in all sectors. We aim to provide a one-stop shop for fund managers and corporate strategists working to figure out how technology will reshape the industrial environment over the next three to five years.

1. We Help You Identify Immediate Risks to Your Portfolio

• A RESET WORLD: Under intensive pressure from new enabling technologies, the supremacy of data, and our mobile lifestyle, whole sectors from autos and healthcare and from robots to retail are being radically reset, leaving many incumbents exposed to competition from below as well as from the tech giants moving into adjacent areas. 

• TOXIC PROFILE: Do you own companies that fit this profile: heavy on debt, bureaucratic, vulnerable to platform adjacency? We give you full ongoing risk assessment.

2. Pinpoint Which Companies Are Best Positioned to Thrive

• THE SIGNUM WATCHLIST: Find out which private and public companies are best positioned to thrive as we build a new economy of sensors, oscillators, robots and artificial intelligence. 

TECH SUPERPOWERS: We focus a great deal on the stretch goals of the tech superpowers in the US, China, Japan and Israel, identifying points of conflict and partnership as the global map is redrawn.

3. We Help You Map the Transition to a Fast, Open Economy

• SMALL COMPANY EXPLOSION: We see a massive increase in the number and speed of companies as a result of emerging platforms. This will have profound and wide-reaching effects for society as a whole.

FLASH POINTS: We see a battle between centralised power and small companies at the edge, leading to escalating risk of cyber threats, industrial collapse and faster cycles of boom and bust.

We prepare you for this new economy: the companies that will thrive, the companies that will disappear, shocks, the new risks, the new investment methods, the new industries that will spring up from nowhere.

This scene is a troubling one for professional investors. It’s an age of structural uncertainty with a growing dominance of artificial intelligence and autonomous systems that are only partially understood.

In fact, we believe the next decade will be dominated by a struggle between two competing and deeply flawed ideologies (see table).

We start by focusing on the platforms being built: the system of sensors, chips, oscillators, drones, bit barns and satellites that drive the new economy.

We look at what this system needs, how it works, what aspects of economic activity it is displacing.

We then focus on the stretch goals of the companies and tech superpowers that are building and thriving in this system.

Our clients benefit from weekly briefings, regular brainstorming sessions and commissioned reports. In the last year we have written in depth briefings on machine learning, sensors, the internet of medical things, “AI and the City”, neuromorphic chips, social robots and China’s stretch goals for technology.

We have found that one of the most fruitful things we do with new clients is to lead a small group brainstorming session on site to discuss the changes in store for your business over the next three to five years.

Latest Briefings

Apple and the Birth of Ambient Intelligence

A few snippets of news that are worth your attention this week… The unveiling of the A12 bionic chipset in the new XS iPhones and the sensor behind the electrocardiogram in the new Watch were for us the real news at last week's event. 1. The A12 can run 5 trillion ops...

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A Chronic Shortage of Bandwidth

Remember the dial-up internet and the finger tapping timpani it yielded? Well, maybe a new era of the ‘world wide wait’ looms. Global internet traffic is growing by at least 25% a year — far outstripping the current growth in bandwidth with mobile traffic growing at...

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That Voice in Your Head

An experiment. Hold out your right arm and then slowly flex your wrist. Which comes first – the thought to flex your wrist, or the action itself? In the 1980s, an experiment by the neurologist Benjamin Libet raised some disturbing questions about the extent to which...

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Book Your Free, Informal Consultation

We’ll discuss how we can help you to:

  • Identify any toxic investments that currently exist in your portfolio
  • Pinpoint those companies best positioned to thrive in the current climate
  • Flag up imminent potential risks in the short to mid-term (12 – 24 months)