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Authored by:Andrew Ye, CFADate:22 Oct 2026
The Next Big Theme - October
From an escalation in cybersecurity attacks, to the rise of AI agents, download the report to explore the developments shaping four major investment themes.
In the October issue:
Cyber risk accelerates: High-profile warnings and attacks show how AI is increasing the scale and speed of cyber threats, strengthening the case for greater investment in defence.¹,²
AI agents reach consumers: Meta’s Muse and a wave of new agents could add to compute demand, widen the attack surface and reshape how technology companies earn revenue.³,⁴,⁵
AI meets biology: New investment in predictive models and large-scale cell data could support AI drug development and increase demand for genomics and gene-editing tools.⁶
This document is not intended to be, or does not constitute, investment research as defined by the Financial Conduct Authority.
Footnotes
Bloomberg, 6 Oct 2026. Dimon Says Anthropic’s Mythos Pushed Cyber Risk Up 10-Fold.
Financial Times, 9 Oct 2026. Japan declares cyber space emergency as attacks soar.
Meta, accessed 12 Oct 2026. Meta Connect keynote.
Reuters, 25 Sep 2026. Meta bolsters Muse safety warning after security vulnerability found, The Information reports.
A16z, 29 Sep 2026. Who Gets Paid When AI Does the Shopping?
Biohub, 7 Oct 2026. International, cross-sector collaboration commits nearly $2 billion to build foundational data for AI models to predict and treat disease.
