Summary of Key Points from the Conference Call Industry Overview - The focus is on the Asia Pacific region, emphasizing competitive reinvention and corporate strategies to adapt to emerging technologies and multipolar supply chains [1][4][8]. Core Themes and Insights - Asia is undergoing significant transformation in growth and corporate strategies, with a focus on capital market reforms to enhance competitiveness [1][4]. - The updated Asia Thematic Focus List includes 25 stocks identified as conviction winners, projecting a three-year EPS CAGR of 16.1% for 2025-27, with a forward P/E of 22.6x and a PEG of 1.4x [7][8]. Sub-Thematic Analysis - **Top Sub-Themes**: - China's AI Path ranks highest, followed by the Diabesity Ecosystem and AI & Healthcare [7][8]. - The thematic fund flow and stock mapping have been deepened, quantifying and ranking growth, valuations, and performance across sub-themes [7][8]. Financial Metrics - The Asia Thematic Focus List is trading at a forward P/E of 22.6x and a PEG of 1.4x, indicating a robust growth outlook [7][8]. - Specific sub-themes show promising growth metrics: - **Critical Minerals**: 19.9% sales growth CAGR and 50.0% EPS growth [28]. - **Semiconductor Localization**: 23.2% sales growth CAGR and 32.2% EPS growth [30]. - **AI & Tech Diffusion**: 11.0% sales growth CAGR and 18.8% EPS growth [30]. Thematic Fund Flows - APAC-domiciled thematic funds' AUM reached $191 billion as of September 2025, with significant growth in "Robotics + Automation" and "Artificial Intelligence + Big Data" funds [20][22]. - Digital Economy thematic funds recorded the highest fund flows in Q3 2025 [25]. Valuation Insights - The report highlights that while some sub-themes exhibit strong revenue and EPS growth prospects, they also face high valuations [28]. - The **Future of Energy** sub-themes show lower growth outlooks but offer more valuation support [31]. Additional Observations - The report emphasizes the importance of understanding the competitive landscape and the need for companies to adapt to the evolving market dynamics in Asia [1][4]. - The analysis includes a ranking of sub-themes based on growth, valuation, and risk-reward profiles, providing a comprehensive view of investment opportunities [33][34]. Conclusion - The Asia Pacific region is positioned for significant growth driven by technological advancements and strategic reforms, with various sub-themes offering attractive investment opportunities despite varying valuation metrics [1][4][8].

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Dr. Eric Topol’s longevity work identified daily habits to follow in a study of “super agers” who are healthy at ages 85 and above."I am taking my own advice," says Dr. Topol, a 70-year-old cardiologist.He shares the tips that he follows: 🔗 https://t.co/xslrzbOjpx https://t.co/jv3ND9zLHD ...

November 10, 2025 05:30 AM GMT Quantitative Equity Research Thematic Tides: Quantifying the Next Big Waves Global Thematics, quantified: rules-based, implementable portfolios across AI & Tech Diffusion, Future of Energy, Longevity, Multipolar World. We connect performance, factors, revisions, estimates, valuation, ownership. Standouts: Defense, AI Adopters, Powering AI, Aging Population. M Key Takeaways What this report does. We extend the Morgan Stanley Research division's Key Themes with a rules-based qua ...

Core Insights - Manulife has introduced a refreshed strategy aimed at becoming the number one choice for customers, supported by five new strategic priorities [1][6] - The company is well-positioned to thrive amid evolving global financial landscapes characterized by market volatility and increasing digital expectations [2][3] Strategic Priorities - **Winning Team and Culture**: Focus on strengthening performance, inclusion, and continuous learning to attract top talent [6] - **Diversified Business Portfolio**: Emphasis on growth opportunities in Asia and the U.S., while also investing in the Canadian market [6] - **Empowering Customer Health, Wealth, and Longevity**: Aiming to provide a differentiated value proposition through product innovation and partnerships [6] - **AI-Powered Organization**: Leveraging AI to enhance efficiency and customer experiences [6] - **Superior Distribution**: Optimizing channels to facilitate easier transactions for customers and advisors [6] Financial Targets - Manulife aims for a core return on equity (ROE) of over 18% by 2027, with cumulative remittances exceeding $22 billion from 2024 to 2027, and a core earnings contribution from Asia of 50% [4] Growth Opportunities - The company is launching the Manulife Longevity Institute with a $350 million commitment through 2030 to address gaps in retirement and health protection [8] - Manulife plans to expand its global footprint into India through a joint venture with Mahindra, enhancing its presence in key markets [9][10] Leadership Statements - The CEO emphasized the growth potential across the portfolio and the commitment to long-term value creation for stakeholders [5][11]

Core Insights - Manulife has launched the Longevity Institute, a global platform aimed at helping individuals live longer, healthier, and financially secure lives, supported by a commitment of $350 million [1][12] - The initiative addresses the widening gap between lifespan and healthspan, with many individuals spending up to 20% of their lives in poor health and nearly 40% facing financial insecurity as they age [2][12] Initiatives - Manulife is partnering with the National Institute on Ageing to support the annual Ageing in Canada Survey, which explores the experiences of Canadians aged 50+ [4] - Collaboration with the Milken Institute aims to advance research on critical longevity issues, including food production and health interventions [4] - The Longevity Symposiums, which began in Boston, are expanding globally to discuss how to improve quality of life as people age [4][5] Outcomes - The Longevity Institute will build on Manulife's existing efforts to assist over 36 million customers in improving their health and wealth [6] - The Institute will be known as the John Hancock Longevity Institute in the United States, focusing on research, advocacy, and community investments [12] - The initiative aims to promote health, wellness, and financial readiness, ultimately helping individuals thrive at any age [3][11]

Gut Health & Market Opportunity - 80% of chronic diseases are linked to poor gut health, resulting in $100 billion in direct medical costs annually in the US alone [4] - Current gut health testing methods are costly, inconvenient, slow, and fail to capture daily shifts in the gut microbiome [7] - The company aims to provide a home-based, real-time gut health monitoring solution [11][13] Technology & Solution - The company is developing a "homeable" for gut health, enabling users to sample, sense, act, and repeat, turning gut feelings into hard data [13][14] - The solution combines daily gut health data with AI to bring a lab to the user's home [11] - The device aims to provide personalized feedback on diet, probiotics, and potential illness detection [14][15] Competitive Advantage - The company emphasizes the importance of frequency, context, privacy, and agency in gut health monitoring [12] - Daily loops of testing at home can change everything [12] - The company is building the first female athlete microbiome data set [17] Personal Motivation & Vision - The founder's personal experience as an athlete with gut issues drives the development of the solution [2][11] - The company's vision is to enable individuals to measure their normal gut health and adjust gently to improve longevity [18] - The founder is undertaking a 365-day sprint to measure her gut health and optimize her training and diet [15][16]

Dr. Eric Topol’s longevity work identified daily habits to follow in a study of “super agers” who are healthy at ages 85 and above."I am taking my own advice," says Dr. Topol, a 70-year-old cardiologist.He shares the tips that he follows: 🔗 https://t.co/rj4RsMVZAM https://t.co/SwnI4lZBHj ...

Health & Longevity - The study focuses on "super agers," individuals who maintain good health at 85 years and older [1] - Dr Eric Topol, a 70-year-old cardiologist, shares daily habits for longevity [1]

[Music] Well, thank you for this opportunity to be here today. And I was thinking, what better way for us to get connected with each other than to start with a pop quiz, right. Who doesn't like those.So, by show of hands, how many of you are aging. Okay. Okay.I'm going to try to not be nervous about the fact some of you did not respond. But, you know, that really kind of underscores the message that I have to share with you um today. But for a little more context, let me introduce you to two people, Theodor ...