Blockchain

Rates, Supply Chain, ESG and Stablecoins: Three (+1) Themes to Watch in 2022

Rates, Supply Chain, ESG and Stablecoins: Three (+1) Themes to Watch in 2022

Investment Management

16 min readIntroduction It has been our tradition to offer up three broad themes that will likely have the greatest impact on cash investments in the new year. After the research staff endured 20 months of work-from-home, I wanted to reward endurance by inviting them to each pick a theme for this look-ahead piece, hence the “three…

Blockchain and the Money Markets – Part One

Blockchain and the Money Markets – Part One

Other Topics

4 min readRegardless of what you might think about cryptocurrencies, blockchain technology represents an undeniable breakthrough in how we manage information. In the last couple of years, interest in the sector has increased materially, with investments by the top 50 VC firms in the field exceeding $600 million in the first half of 2018 alone. It won’t…