Investment strategies

We believe Blockchain has the potential to impact the world as much as the internet did in the 1990’s and become the next big infrastructure of innovation. The technology is simply a decentralised secure database or digital ledger that keeps a continuously growing list of data records, agreements, contracts or transactions (blocks), that occur on a peer-to-peer (P2P) … [Read more...] about Blockchain revolution – A new wave of digital infrastructure

The importance of incorporating the correct principals of investment above and beyond risk and return characteristics has been (and will no doubt continue to be) widely discussed. This has led to a number of different investment criteria having “industry standard” terms applied to them; Environment, Social and Governance (ESG) investing is now main stream and Sustainable and … [Read more...] about “The problem with company A”

Click on Image to access whitepaper … [Read more...] about Partnership Whitepaper: Is a passive approach appropriate in the non-investment grade debt markets?

Disruptive innovation, now a buzzword term, has increasingly seen disruptors challenge incumbents, to create radical change over time. We predominantly look to the technology industry for its endless list of examples, but disruptive innovation in healthcare is becoming a more common theme and can lead to an entirely different dimension of value creation for this sector. Those … [Read more...] about Healthcare ripe for disruptive innovation

The European Central Bank has consistently failed to meet its inflation target in the seven years since the region’s sovereign debt crisis. Nor has the market any faith that it might do so in future. With the European Union (EU) elections out of the way, the horse-trading over a host of top EU jobs will ratchet up. This includes finding a replacement for Mario Draghi as … [Read more...] about Whatever it takes…. to raise inflation