Investing in the virtual world of work, life & play...
Over the last few years, we have seen a sustained increase in the level of global interest, and investment, into gaming and virtual reality. With the number of real-world applications available to augmented and virtual reality, we expect the positive trend to continue and for this space to grow considerably.
We have seen a lot of short-term growth in several beneficiaries from the boom in gaming and streaming over the last year and expect that to continue as society shifts towards a post-COVID world. There are more and more players in the space, offering ongoing evolutions in gaming and the impacts of those developments will see a sustained level of interest from users and investors.
Playing this theme requires faith in a simple principle: people like gaming, and the VR/AR revolution has only just begun.
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