Digital transformation

Showing of Insights Posts
Fintech innovation: A pure play on enduring disruption
We explore why fintech merits a pure-play approach, discuss the importance of an investment team with deep industry expertise in both financial services and technology, and highlight the long-term nature of this disruption
Continue reading
event
Article
2023-09-30
Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
Continue reading
event
Article
2023-07-31
Impact investing: Increasing needs, broadening opportunities
Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.
Continue reading
event
Quick Take
2022-12-31
Six reasons India may be on the cusp of a major upcycle
Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.
Continue reading
event
Quick Take
2022-12-30
Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
Continue reading
event
Article
2023-02-28
Impact investing in practice: bridging the digital divide
How does impact investing work in practice? We illustrate our approach through a-real life example focused on helping to bridge the digital divide.
Continue reading
event
Article
2022-11-30
The hidden growth story in Japan tech
Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.
Continue reading
event
Article
2022-03-31