Infrastructure Investing Against a Backdrop of Rising Rates
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Infrastructure Investing Against a Backdrop of Rising Rates

Analyzed properly, we believe hard assets underpinning infrastructure equities can provide a natural hedge in an inflationary environment.

Through the Looking Glass
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Through the Looking Glass: Cobwebs, Turkeys, and Our Views on Global Natural Resources

We believe in the attractiveness of the global natural resource sector and its place in a well-diversified portfolio.

Re-Entry Point: Current Volatility Provides Opportunity for SMID Growth
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Re-Entry Point: Current Volatility Provides Opportunity for SMID Growth

We believe current economic conditions can offer attractive entry points to world-class growth companies for investors.

Capitalizing on the Wide-Ranging Impact of Blockchain Technology
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Breaking Down Blockchain Series: Part 3 - Capitalizing on the Wide-Ranging Impact of Blockchain Technology

Blockchain technology has the potential to massively disrupt several industries.

Bitcoin: The New Smart Money - Part 1
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Breaking Down Blockchain Series: Part 1 - Bitcoin: The New Smart Money

A fundamental understanding of cryptocurrencies can help investors understand Blockchain’s possible implications.

The Transformation Toward Digital Liquidity
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Breaking Down Blockchain Series: Part 2 - The Transformation Toward Digital Liquidity

Blockchain may have the potential to fundamentally change the longstanding infrastructure of the financial sector and other industries.

The Crypto Asset Iceberg
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The Crypto Asset Iceberg

What might be some longer-term implications of the meteoric rise of Bitcoin's price?

Unchaining Distributed Ledger Technology
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Unchaining Distributed Ledger Technology

With numerous pitfalls, navigating the nebulous environment of cryptoassets can be perilous.

The Rise of Bitcoin
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The Rise of Bitcoin

We explore the rise of Bitcoin as cryptocurrencies continue their migration to mainstream investable blockchain technology.

Enterprise Blockchain: Urgency Builds as Needs Intensify
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Enterprise Blockchain: Urgency Builds as Needs Intensify

Momentum for enterprise blockchain is reaching a tipping point, and 2019 could be the year for broad adoption.

Building the Future of Blockchain
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Building the Future of Blockchain

Discover how the blockchain platform is linking businesses and governments with transformational benefits.

The digital revolution: have investors missed the boat?
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The Digital Revolution: Have Investors Missed the Boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

How to invest in an inflationary environment
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How to Invest in an Inflationary Environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

Blue
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Different Approach, Different Outcome

When launched in 1989, most agreed that Dynamic Equity was an innovative yet unconventional approach.

The new tech cold war: unearthing opportunities in a silicon-focused world
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The New Tech Cold War: Unearthing Growth in a Silicon-Focused World

Navigating the US/China semiconductor rivalry to unearth long-term growth opportunities.

Consumer Themes: How Society is Changing
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Consumer Themes: How Society is Changing

Explore how consumer preferences reshape industries and drive key opportunity sets.

Gene Technology in the Fight Against Covid-19
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Gene Technology in the Fight Against Covid-19

Discover how innovations in gene technology are helping us combat the Covid-19 virus.

Gene Therapy: Building Blocks of Change
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Gene Therapy: Building Blocks of Change

Gene therapy could redefine the healthcare industry. We explore the science behind what’s changing.