Falling launch costs, reusable rockets and expanding satellite networks are transforming space from a government-led frontier into a commercially scalable industry. Discover how growing demand for connectivity, data and defence capabilities could create new opportunities across the space technology value chain.

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Structural demand remains supportive, while policy, geopolitics and macro conditions drive near-term performance. Nuclear energy is expected to expand substantially over the next decade.

Systematic option writing may be an overlooked tool in institutional portfolio construction. It is designed to leverage sources that conventional portfolios largely leave on the table, the volatility risk premium embedded in equity index options. As allocators reassess the diversification assumptions that underpinned the classic 60/40 framework, covered call strategies may offer a mechanism to extract that premium efficiently, at scale, and within a familiar UCITS structure.

Download the latest edition of The Next Big Theme, featuring perspectives on Artificial Intelligence, Data Centres, Quantum Computing, and more...