Welcome to the Metaverse – Investment Opportunities in Virtual and Augmented Reality
Investment Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction One of the biggest challenges of investing in disruptive innovation is…
Read MoreSustainable Finance: Fixed Income Meets Responsible Investing
We continue our series on Environmental, Social and Governance (ESG) related investment topics with this short primer on Sustainable Finance instruments. In prior reports, we have reviewed the meaning of ESG (ESG 101), as well as discussed specific ESG topics such as climate change (Investing and Climate Change). Additionally, we wrote about the energy transition…
Read MoreElectric Vehicles – Disrupting the Automotive Industry
Investment Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction Two years before selling its first Electric Vehicle (EV), Tesla CEO…
Read MoreTales from the Crypto: A Brief Q&A
As most investors are aware, Bitcoin has generated a significant amount of interest in the past year, to a large extent because of its explosive price appreciation as depicted in the chart below. Currently trading around $56,777, the cryptocurrency has jumped nearly 93% in 2021 after soaring 249% in 2020. While by far the most well-known…
Read More2021 Investment Roundtable – First Quarter
As 2021 unfolds, we all look forward to emerging from the global pandemic and getting back to what may be a new normal. Our families, businesses, economy, and country have been challenged in a way that none of us ever expected. Working through the impact of this unprecedented period in history continues to be our…
Read MoreWhat’s Next in Disruptive Innovation
Disruptive Innovation Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction At the start of the pandemic last spring, we noted…
Read MoreInvesting in Fixed Income: Let’s Be Careful Out There
With the Fed cutting interest rates to zero and pledging to leave them there for an extended period of time, we believe that fixed income investors must be mindful in their investing strategy. In this report, we take a deep dive into the current fixed income landscape, and our response to the low rate environment.…
Read MoreAlternative Proteins – The missing piece for a sustainable food supply
Disruptive Innovation Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction Establishing a sustainable food supply is among the greatest challenges…
Read MoreTectonic Shifts in the Payments Industry – FinTech Poised to Lead
Disruptive Innovation Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction In Disruptive Innovation, it is common to frame industry change…
Read MoreInvestment Spotlight – Special Edition
Investment Spotlight–Special Edition Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. This quarter we revisit how disruption has played out in past economic shocks and highlight companies we believe will emerge stronger from the current…
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