Technology
At Defoes , our investment approach is rooted in identifying and capitalising on the transformative technologies and essential infrastructure that will define the next decades. We look beyond conventional assets to build portfolios positioned for extraordinary expansion and long-term, inflation-linked returns. This strategy 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 an unparalleled competitive edge by investing in solutions to previously intractable problems.
Our commitment to innovation is further demonstrated by our focus on physical and digital backbones of modern society. The Infrastructure Technology theme concentrates on durable assets—hyperscale data centres, fiber 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 invested in the technological revolution of the utilities sector under our Green Utilities mandate, prioritising smart grid digitalisation, energy storage, and advanced grid security to lead the sustainable energy transition.
Beyond infrastructure and automation, Defoes is capitalising on 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, our investments in defence technology and aerospace—markets set to soar to $676.64B and over a trillion, respectively, by the 2030s—are designed to secure your financial future while supporting a more resilient world. By blending high-growth disruptive technology with essential, durable assets, our approach ensures your portfolio is strategically aligned with the exponential growth trajectories of tomorrow’s economy.
Precision. Power. Profit. We transform market chaos into clear, actionable insights. Invest with confidence; capitalise on every move with Defoes.