Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
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Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
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Commissioning a Digital and Cloud Strategy? Best to Consult With Moaty IT Services Leaders
Within the Technology sector, investors often unfairly gloss over the large, fragmented world of IT services, focusing instead on product...
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Blockchain in the Financial Services Industry
Blockchain is quite the buzzword nowadays. Aided by the mystique of the technology underlying Bitcoin and a unique proposition of eliminating the...
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Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
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