Technology
At Defoes, our approach as principal is rooted in identifying and capitalising on the transformative technologies and essential infrastructure that will define the next decades. We look beyond conventional assets, seeking out opportunities with the potential for exceptional expansion and long-term, inflation-linked value. This focus centres on securing a foothold in high-growth, disruptive markets — from the explosive potential of quantum computing, projected to be a $5.3 billion market by 2029 (32.7% CAGR), to the necessity of cybersecurity, which is set to hit $1 trillion by 2035. We view these sectors not just as opportunities but as critical pillars of the future global economy, offering our clients access to solutions addressing previously intractable problems.
Our commitment to innovation is further demonstrated by our focus on the physical and digital backbones of modern society. The infrastructure technology theme concentrates on durable assets—hyperscale data centres, fibre networks, and advanced cybersecurity—that are the engine room of the AI compute race. Complementing this is our strategic positioning in robotics, a market expected to surge to over $178.7 billion by 2033 (16.35% CAGR), driven by rising automation demand and labour shortages. Furthermore, we are deeply engaged in the technological revolution of the utilities sector through our Green Utilities theme, prioritising smart grid digitalisation, energy storage, and advanced grid security to support the sustainable energy transition.
Beyond infrastructure and automation, Defoes is engaging with technologies that are fundamentally reshaping commerce and security. We see immense value in blockchain technology, which is poised to reach $1.7 trillion by 2035 by revolutionising digital ownership and collaboration. Similarly, we are active in defence technology and aerospace — markets set to soar to $676.64B and over a trillion, respectively, by the 2030s — sectors we present to those seeking to participate in a more resilient world. By blending high-growth disruptive technology with essential, durable assets, we curate a spectrum of opportunities aligned with the growth trajectories of tomorrow's economy—for you to weigh against your own ambitions. Precision. Insight. Opportunity. We transform market complexity into clarity. Navigate the markets with confidence; pursue opportunity with Defoes.