Current Themes

Below you will find our current investment themes, which are based on medium to long-term investment horizons.

We believe there are opportunities in these areas which investors can access through specific instruments to maximise risk-adjusted returns for these asymmetric outlooks.

The themes are continuously reviewed, but investors should perform their own due diligence and contact an investment or financial advisor where appropriate.

Click through a theme to understand its investment rationale and how best to access the potential opportunity.

Uranium

With a structural supply deficit Uranium is arguably one of the most asymmetric investment opportunities around in 2022.

Copper

Copper is expected to be one of the main beneficiaries in the coming energy transition to a world powered by electricity.

Carbon Credits

As the world moves towards net-zero there is a powerful case for the substantial repricing of this unique new commodity.

Hydrogen Economy

Research In Progress

Blockchain

Research In Progress

Metaverse

Research In Progress

Some of the best asymmetric investment opportunities around, researched and curated for you.

Important Disclaimer: The data and views provided on this website are for information or educational purposes only. The content is not intended to be a recommendation or solicitation of any kind to buy or sell any asset, instrument, or product, or to adopt any investment idea, strategy, or thesis. Any information provided does not take into account any individual’s knowledge and experience, personal financial circumstances, risk capacity and appetite, or investment aims and objectives. Any investment made or action taken on the basis of any information on this website is taken solely at the risk and responsibility of the investor. The value of your investments, and any income derived from them, may go down as well as up. You may not get back all the money that you invest. If in any doubt, you should seek independent advice from a qualified investment or financial adviser. Discovery Assets is not regulated by the Financial Conduct Authority, or any other regulatory body in another jurisdiction, and does not offer regulated services.