Tech and innovation

<em>Investment bytes – Asia tech</em><br> <span>Local solutions for local markets</span>
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive in the wake of COVID-19 and the US-China trade war.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Investment bytes – Asia tech
Local solutions for local markets
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Global Industry Analyst Spotlight Series — Fintech
Bruce Glazer sees the opportunity within fintech as potentially huge and enduring. With a current focus on payments, the digitization of financial services, and technology infrastructure, Bruce seeks not just innovators but also companies that use new technologies to boost competitiveness and sustain strong growth.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Global Industry Analyst Spotlight Series — Fintech
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>Beyond bitcoin: Eight essential blockchain insights
We look beyond bitcoin to explore eight exciting impacts and opportunities from blockchain technology.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021

FUTURE THEMES | SYSTEMS

Beyond bitcoin: Eight essential blockchain insights
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Fintech innovation: A pure play on enduring disruption
Learn why we believe now is the right time for a long-term, pure-play investment in the innovations fueling fintech disruption.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Fintech innovation: A pure play on enduring disruption
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021

FUTURE THEMES | SYSTEMS

Evaluating cryptocurrencies as an asset class
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<em>Investment bytes – Asia tech</em><br> <span>The critical role of pervasive tech</span>
We explore why we believe pervasive tech is likely to drive opportunities across countless industries.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Investment bytes – Asia tech
The critical role of pervasive tech
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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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Widespread tech innovation: Don’t miss the forest for the really big tree
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>Central bank digital currencies: Debunking five common myths
We discuss how disruptive central bank digital currencies are likely to be and dispel some commonly held CBDC myths.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021

FUTURE THEMES | SYSTEMS

Central bank digital currencies: Debunking five common myths
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Asia tech — Innovation beyond the index: Q&A
In this Q&A, Portfolio Manager Yash Patodia shares views on how best to access the massive Asia tech opportunity and profiles a few potential risks for the sector.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Asia tech — Innovation beyond the index: Q&A
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Global Industry Analyst Spotlight Series — Internet/emerging technology
Brian Barbetta believes markets are bad at pricing the sort of big disruptions that are currently transforming industries and companies around the world. Find out why he is particularly excited about the potential opportunities created by machine learning, changing consumer preferences, and developments in fintech.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Global Industry Analyst Spotlight Series — Internet/emerging technology
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The future of payments
We profile the innovations fueling the next stage of disruption in the payments industry.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
The future of payments
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The digital transformation of financial services
We highlight the fintech innovations driving the digitization and disruption of financial services.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
The digital transformation of financial services
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<em>Investment bytes – Asia tech</em><br><span>Faster computation with smaller, more powerful computer chips</span>
We explore the technology fueling the next stage of computer chip innovation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2021
Investment bytes – Asia tech
Faster computation with smaller, more powerful computer chips
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Investing in innovation: Disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries, and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2021
Investing in innovation: Disruption is everywhere
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<em>Investment bytes – Asia tech</em><span> Technological progress marches on</span>
We explore Asia tech's long-term secular tailwinds, highlight why investors should consider a standalone Asia tech allocation, and explore four key growth drivers underpinning our strong belief in the sector.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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March 2021
Investment bytes – Asia tech Technological progress marches on
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Fintech beyond the pandemic: Q&A
In this Q&A, we explore the impact of COVID-19, the latest opportunities in fintech, and the sector’s long-term tailwinds.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2020
Fintech beyond the pandemic: Q&A
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<em>Investment bytes – Asia tech<br></em> <span>The world’s hub of innovation</span>
We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2020
Investment bytes – Asia tech
The world’s hub of innovation
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<em>Investment bytes – Asia tech<br></em> <span>The hidden growth story in Japan tech</span>
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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2020
Investment bytes – Asia tech
The hidden growth story in Japan tech
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publish
<em>Investment bytes – Asia tech<br></em> <span>The hidden growth story in Japan tech</span>
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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2020
Investment bytes – Asia tech
The hidden growth story in Japan tech
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publish