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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Cryptocurrencies continue to make headlines as investors consider their applications for everything from the metaverse to inflation to the conflict in Ukraine. In addition, the Biden administration’s recent executive order on digital assets signals a positive step toward regulatory clarity for crypto.
Here, we share a few practical insights on cryptocurrencies for institutional investors evaluating the asset class, including our views on custody, regulation, and more.
Have bitcoin and other cryptocurrencies entered the mainstream? We profile the case for cryptocurrencies as a new asset class and define crypto terms institutional investors need to know.
From cold storage to regulation, we highlight three key considerations for institutional investors exploring how to custody crypto assets.
In our view, regulation is vital to the future of the crypto industry. Here, we discuss the importance of regulation, the concept of regulatory arbitrage, and why the US is the critical regulator to watch.
We outline why some institutional investors may already have exposure to cryptocurrencies through their investments in companies with revenue tied to crypto prices and volumes.
The cryptocurrency asset class is rapidly evolving and growing in importance, presenting widespread uses cases and impacts on a range of topics relevant to institutional investors. In our view, it is crucial for investors to stay up to date on the opportunities it presents, its potential risks, and why and how to gain exposure.
Time to diversify your diversifiers with hedge funds?
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Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.
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John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.
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Just one quarter into the year, many policy and economic assumptions have been turned on their head. What does it all mean for equity, bond, and commodity markets around the world? Members of our Investment Strategy & Solutions Group offer their outlook.
The changing face of Europe: regime change gathers pace
Macro Strategist Nicolas Wylenzek explores the drivers of Europe’s accelerating regime change and its impact on European equity markets and potential areas of opportunity.
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