Data Intelligence: Opportunities for Savvy Investors

In today’s digital age, data is instrumental in driving decision making, innovation and competitiveness – leading to the ever-increasing significance of data intelligence. Data intelligence refers to the systematic collation of huge amounts of data (“Big Data”) and analysis of that data to gain intelligent insights as a basis for informed decision making. This analysis and transformation involves integration of cutting-edge technologies such as artificial intelligence (AI) and machine learning tools. The potential for industry and business is enormous and is opening up attractive opportunities for savvy investors.

Michael Haupt Head Actively Managed Certificates (AMCs) & Thematics, Bank Vontobel AG

Eun-Kyul Koh Head Structured Solutions and Investments, Bank Vontobel AG

Key benefits for companies

In today’s fast-paced business environment, it is essential to have access to vast quantities of data and the ability to analyze it, in order to make informed decisions. Being able to make data-driven decisions leads to improved services, faster problem solving and reliable forecasts of future successes/business trends. In short, data intelligence is pivotal in driving growth and enabling businesses to improve performances.

Leveraging AI and machine learning to analyze data and to transform it into actionable information enables businesses to gain a more in-depth overview of their clients and operations. In addition, predictive analytics can help companies look ahead to generate a predictive model to assess future outcomes. In this way, organizations that invest in data intelligence can better navigate the rapidly evolving business landscape – giving them a competitive edge in the market.

Clusters of companies which enable, or benefit from, data intelligence

Core enablers and adopters – these companies drive the spread of artificial intelligence (AI) and machine learning, which is at the heart of data intelligence, and offer services in the field. Chip and semiconductor manufacturers are included in this sector, as are companies that develop AI algorithms, predictive modeling tools and machine learning frameworks. These technologies are increasingly integrated into many sectors ranging from healthcare to finance and, thus, offer investors potentially attractive returns.

Cloud computing – offering platforms for storing large volumes of data, as well as data processing and analytics. Investing in these companies can provide exposure to the rapidly growing demand for scalable data processing solutions.

Cybersecurity – the increasing reliance on data makes cybersecurity of paramount importance. Companies offering advanced cybersecurity solutions to protect data are set to grow exponentially.

Energy and environmental analytics – the growing focus on sustainable energy and resource management makes investing in companies which offer data intelligence solutions for energy consumption optimization, environmental monitoring and renewable energy development/infrastructure attractive.

Supply chain optimization – data intelligence plays a crucial role in optimizing supply chains, reducing costs and improving efficiency. Investing in companies which offer optimization solutions means that investors can capitalize on increasing emphasis on streamlined operations.

E-commerce and marketing analytics – companies in this sector rely heavily on data intelligence for gaining insights into consumer behavior. Investing in companies that provide e-commerce analytics and marketing automation solutions could, thus, offer attractive returns.

Tangible opportunities for investors

Both companies and investors have identified the potential of data intelligence in the world of business. The flow of capital into the technology and companies has increased significantly over the last few years. According to a Deloitte report from 2021, global spending on AI alone is set to reach a global economic value of USD 13 trillion by 2030. Another consulting company, Accenture, put the value at USD 16 trillion with productivity increasing by 26% and production costs down by 40%.

All factors indicate that the current trend is based on robust dynamics – providing investors with a wide range of attractive opportunities. The Vontobel Cloud Computing Index, Vontobel Artificial Intelligence Opportunities Index and the upcoming Vontobel Data Intelligence Index offer exciting openings to participate in individual sectors, or along the entire value chain.

Biographies

Michael Haupt is Head Actively Managed Certificates (AMCs) & Thematics at Bank Vontobel AG. He has a Master’s in European Management (MA) from the Technical University of Applied Sciences Wildau and is a Certified International Investment Analyst (CIIA). He has worked for Bank Vontobel AG in a number of positions in Hong Kong and in Zurich since 2010. Michael began his professional career with Partners Group in Zug. Michael is involved in the development and sale of Thematic Investments, for which Vontobel is one of the leading providers. Thematic investing is based on future trends. In other words: investors should benefit from some of the mega trends impacting humanity.

Eun-Kyul Koh is Head Structured Solutions and Investments at Bank Vontobel AG. She holds a triple Master’s in Management with a focus on Finance (ESCP Europe). Her career in the Structured Products Market Switzerland began in 2007, at Merrill Lynch and Commerzbank. She also spent some time working in that field in the Asian market in Singapore and Hongkong at Leonteq Securities. Eun-Kyul Koh has headed the Structured Solutions & Investment Team at Bank Vontobel in Zurich since June 2021. She is responsible for further expanding Vontobel’s client-centric investment solutions.