1. We Help You Identify Toxic Investments in Your Portfolio

• INDUSTRIAL RESET: 40% of semiconductor companies have been wiped out in last couple of years and we believe this just the start. We expect seismic shifts for several other legacy industries that have substituted debt for innovation over the last three decades. Find out whether you are currently holding any positions on our watch list.

• 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.

3. Alert You to Imminent Risks to Your Portfolio (Over the Next 12 – 24 Months)

• CREDIT MELTDOWNS: A quarter of outstanding global corporate debt (as much as $3.4 trillion) is linked to utility and auto-industry bonds that rely on fossil fuel activities. We look at scenerios which could present an imminent risk to your portfolio.

• SYSTEMIC EVENTS: We are deeply concerned about the prospect of a Lehman-scale cyber event, where an attack on a critical part of the digital infrastructure leads to widespread blackouts and internet outages in the US, with devastating economic consequences. We’ll show you which industries are exposed to this (it’s more than you think)

Michael Orme, Chief Brain

Michael has spent over 40 years analysing technology trends and actual and potential disruptions brewing in left field. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979), which ran to a Japanese edition. He ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genetech. He ran customer opinion auditing and CIO relations programs for HP in Europe. He is currently working on a book about how upcoming technologies will impact intimate human relations, and is involved in private equity in Kenya.

Eoin Gleeson, Director, Research

Eoin’s background is in complex systems – his research focused on herd behaviour and how it destroys markets. He spent 10 years covering technology as a journalist. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technology. He is currently writing a book on Simulation – and why it heralds an age of disturbing experiments.