Market Focus

Healthcare – Personalized Medicine

  • Since the beginning of recorded history, healthcare practitioners have striven to make their actions more effective for their patients by experimenting with different treatments, observing and sharing their results, and improving upon the efforts of previous generations.
  • Currently, more than fifty percent of prescribed drugs fail to treat/cure disease due to underlying genetic traits in patients. In North America, there are over two million serious adverse drug reactions per year due to genetic diversity, which lead to 100,000+ deaths and $100 billion+ in costs
  • Becoming more accurate, precise, proactive, and impactful for each individual that comes under their care has always been the goal of all clinicians, no matter how basic the tools at their disposal.
  • But now, modern physicians and scientists are now able to take this mission far, far beyond the reach of their ancestors with the help of electronic health records, genetic testing, big data analytics, and supercomputing – all the ingredients required to engage in what is quickly becoming truly precise and personalized medicine.
  • Precision medicine, also commonly referred to as personalized medicine, is one of the most promising approaches to tackling diseases that have thus far eluded effective treatments or cures. Personalized medicine helps solve the problem by enabling medical professionals to individually base diagnoses on molecular data rather than solely on physiological symptoms. This allows for targeted delivery (e.g., delivering therapeutics to only the diseased cells within the body) and preventive rather than reactive care.


  • With over 500 million information workers worldwide and over 50 billion devices all interconnected by 2020, this growth leads to a continuous explosion of structured and unstructured data – and the opportunity to extract value from that information to gain insights that can drive real-time business decisions. Enterprise Software and Services is the next frontline of innovation that will enable IT to deliver actionable business value that is visible and controllable.
  • Enterprise Software and Services are significantly used in end-use industries such as BFSI (Banking, Financial Services and Insurance, Government, Healthcare, Manufacturing, and Retail, among others since they enable the streamlining of business processes. The software and services enable easy and quick access to unstructured data gathered through data analytics to achieve security goals.
  • A significant rise in the deployment of Enterprise Software and Services in IT infrastructure for enabling better strategic decision-making, reducing inventory cost, enhancing profitability, and enabling organizations to improve their market position is expected to drive the market.
  • Areas of investment interest include: Systems Software (companies that develop and produce database management software and systems), Applications Software (companies that develop and produce software for business or consumer use, including enterprise applications and technical software), and Internet Software and Services (companies that develop and market internet software or provide internet services, including online databases or interactive services).


  • Blockchain technology, also known as Distributed Ledger Technology, represents a significant breakthrough in cryptography that is fundamentally changing the way we transact data on digital systems. The technology was proliferated by a crypto-payments solution known as Bitcoin and has quickly expanded into increased financial inclusion in emerging markets and disintermediation of financial institutions.
  • As new services and value exchanges are created directly on the blockchain, there has been an explosion in the numbers of tradable assets. Various value exchanges can be hosted on the blockchain; there are better property ownership records in emerging markets; legal services increasingly tied to code can be linked to the blockchain to be used as an unbreakable escrow or a programmatically designed smart contract; and votes can be cast with transparent, mathematically verifiable, audit trails. Further, powered by new, more sophisticated blockchain protocol, developers are building and deploying decentralized applications.
  • The formation of the Enterprise Ethereum Alliance (EEA) represents a formalized collaboration between startups and large enterprises such as Intel, Microsoft, JP Morgan, Credit Suisse, and others interested in the potential applications of the technology in enterprise settings. In 2020, the combined market value of all cryptocurrencies in circulation exceeded $252 billion, underlining the ever-expanding interest in digital currencies and the blockchain technology. A 2019 Accenture report has predicted that by 2027, ten percent of global Gross Domestic Product will be stored on blockchain or blockchain-related technology.

Artificial Intelligence

  • Artificial intelligence (AI) is wide-ranging branch of computer science concerned with building smart machines capable of performing tasks that typically require human intelligence. AI is an interdisciplinary science with multiple approaches, but advancements in machine learning and deep learning are creating a paradigm shift in virtually every sector of the tech industry.
  • Recent advances in AI have been helped by three factors: Access to big data generated from e-commerce, businesses, governments, science, wearables, and social media; Improvement in machine learning (ML) algorithms—due to the availability of large amounts of data; and Greater computing power and the rise of cloud-based services—which helps run sophisticated machine learning algorithms.
  • Software is the largest AI technology group delivering roughly 80% of all AI revenue. Most of the software revenue comes from AI Applications with AI Software Platforms delivering the remainder. CRM AI Applications and ERM AI Applications are the two largest segments of the AI Applications market.
  • Areas of investment interest include: Human-Centered AI (e.g., Education); Machine Learning; Natural Language Processing; Machine Intelligence & Data; Robotics & Automation; FinTech; Healthcare; Security.


  • Deep technology refers to innovations based on groundbreaking scientific discoveries or significant engineering breakthroughs. These technologies are often a product of cutting-edge research and painstaking development. It is developed from years of research and lab testing and is rich in Intellectual Property (IP).
  • Over the next 5 years, the global market of the sub-sectors included in DeepTech is expected to grow by 30% CAGR. (Research & Markets). The sectors that are most fertile for deep tech applications are life science, computing, food and agri tech, aerospace, energy and clean-tech, industrial technologies, telecom, new materials, chemistry.
  • Areas of investment interest include: Connected Transportation, Cleantech & Renewables, Industry 4.0 (manufacturing), Internet of Things (IoT), Cloud & Quantum Computing, Biotech, and Advanced Materials & Nanotechnology.