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...
550 Views
Internet of Things Will Change the World (Part 5) - Korea; What's In the Cloud?
Internet of Things will Change the World. This is part 5 of our series. The focus of this report is the cloud service industry in Korea....
193 Views
What's the Market Pricing In: Apple Vs. Amazon
This report serves two purposes. One is to screen large cap, non-financial US stocks for those that might be worth buying or shorting. The second...
235 Views
The Evolution of the Television Bundle: There's Still Plenty of Profit in Couch Potatoes
The television ecosystem is constantly evolving and the traditional bundle model has come under pressure recently, but we believe investors have...
297 Views
Why large funds are piling into PE & VC
Private market valuations for tech companies have increased sharply in recent years, with an outbreak of so-called "unicorns" (startups valued at...
276 Views