Investment Team Voices

Emerging Market Technology: A Port in the Storm

Alex Wolf, CFA
September 24, 2020

Heightened U.S-China tensions continue to reshape global supply chains, creating tailwinds for many international technology companies. Additionally, market conditions illustrate the benefits of building technology exposure that extends beyond the large-cap U.S. companies that often dominate U.S. investors’ attention and the headlines.

Read Post

Field Notes: Insights on the Global Payments Ecosystem

Global Team Perspectives by Alex Wolf, CFA
November 11, 2019

Our global team shares additional thoughts on the global payments ecosystem following a conference on the future of money that featured some of the world’s leading experts in payments, regtech, blockchain, cryptocurrencies, and digital trust. Forums such as these complement our in-house research, in this case deepening our understanding of evolving payment industry and its nuanced investment opportunities.

Read Post