Innovation

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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives

Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.

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Article
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The power of capital to drive change
Jean Hynes highlights the power that science and innovation — backed by research and capital — have to solve some of the world's most pressing issues.
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Article
2023-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Consumer tech: Buy the dip or bide your time?
We explore the potential opportunities offered by the recent sell-off in the consumer tech sector, highlighting areas like gaming, online dating, and more.
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Quick Take
2022-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Tech WELLcovered: Legacy redefined
Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.
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Article
2022-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Tech WELLcovered: Legacy redefined
Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.
Continue reading
event
Article
2022-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Tech WELLcovered: Life stages fulfilled
Innovations like artificial intelligence (AI), machine learning, and genomic sequencing help make big life decisions less daunting by bringing clarity to decision making. Join us on a journey to witness the past, experience the present, and choose a more fulfilling future — all while harnessing the investable opportunities tech creates.
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Article
2022-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Tech WELLcovered: experience transformed
5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.
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Article
2022-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Rising short-termism in fintech has a silver lining
Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.
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Article
2022-03-14
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
“Buy now, pay later” is at a turning point
For Portfolio Manager Matt Lipton, recent developments have strengthened his conviction that up-and-coming “buy now, pay later” companies cannot and should not be ignored by banks and other legacy players in the global payments space.
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Quick Take
2021-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Widespread tech innovation: Don’t miss the forest for the really big tree
We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.
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Article
2022-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The world’s hub of innovation
We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.
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Article
2022-03-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
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Article
2022-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.