Rize ETF | Webinar: Cybersecurity Stocks in the AI Era: Investment Opportunities Ahead

Introduction

As Generative AI steals the limelight in 2023, a quiet but explosive investment theme has been bubbling under the surface. After a challenging 2022, cybersecurity companies are making a discreet but powerful resurgence with the Foxberry Tematica Research Cybersecurity & Data Privacy USD Net Total Return Index performing well YTD. Despite this, valuations look attractive relative to other technology sectors, and companies look set to be major beneficiaries of the Generative AI-led digital transformation that will pervade the next 12-24 months.

Within the webinar we explain how:

1. Generative AI is expected to drive service improvement/enhancement, operational efficiencies and leverage, as well as margin expansion for cybersecurity companies.

2. Cybersecurity sector valuations are looking attractive relative to the historical trend, and relative to the broader tech industry. Given the amount of noise and obsessive focus on Generative AI, the cybersecurity opportunity appears overlooked and underappreciated.

3. The cybersecurity sector offers diversification versus other tech subsectors and in particular the Mega Caps (e.g. Microsoft, NVIDIA) that have come to pervade the headlines.

4. The Rize Cybersecurity and Data Privacy UCITS ETF (which replicates Foxberry Tematica Research Cybersecurity & Data Privacy USD Net Total Return Index) offers a vehicle for investors to gain access to the cybersecurity investment theme.

Introduction

Within the webinar we explain how:

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