The investment industry is constantly undergoing transformation as a result of changes in the global economy, consumer preferences, technology, shocks and regulations.

Major trends and events in the past, such as the launch of the first hedge fund in 1949, the 1980’s junk bond craze, the 2008 financial crisis, the rise of algorithmic trading, and in recent years, the shift from active to passive management and focus on smart beta, have all nudged the industry in new directions.

A recently released survey from CFA institute found that 43% of investment professionals think the role they perform today will be substantially…

The COVID-19 crisis has had severe economic implications across the world and the situation continues to evolve rapidly. In response governments should look for innovative ways to fight the virus and ease the fiscal burden that has resulted. One such solution that governments may turn too is the use of Social bonds.

Social Bonds are debt instruments that work much like traditional bonds except the proceeds are used to finance projects with predetermined social outcomes. Additionally investors in these instruments are willing to forego some return on their investment based on the impact the financing creates.

Globally, as at May…

When most people hear about Blockchain technology they immediately think of cryptocurrencies. In fact the link is so strong that the terms cryptocurrencies and blockchain are often used interchangeably.

The reality is these two concepts could not be further apart; Blockchain is a distributed ledger technology that records and links transactions, while cryptocurrencies are currencies, much like the euro or dollar, except they are digital and transact on a blockchain ledger.

This of course still sounds complex so to simplify the concept of blockchain technology think of it as a public spreadsheet used to keep records of valuable items. This…

The past eight years have been ones of unprecedented success for the private equity industry, having continuously outperformed public markets, and resultantly received record amounts of capital from investors.

Things have been so good that the industry has become a victim of its own successes. Competition has increased, deal prices have shot up, and great acquisitions have become few and far between. Adding to the woes is an uncertain global economic outlook, trade tensions, and the constant threat of technological disruption.

Faced with these challenges private equity firms can no longer rely on passive investment approaches and old tools of…

If you have ever visited South East Asia, you will undoubtedly be familiar with at least one of the heavyweight ride-hailing apps that are vying for dominance in the region: Grab and Go-Jek.

Interestingly enough these two companies share common roots. The founders of Grab, Anthony Tan and Tan Hooi Lin, and Go-Jek, Nadiem Makarim, were friends and classmates at Harvard University in 2011. …

Mobile money has become a thriving business in Africa, with the highest levels of mobile money consumer penetration in the world. This industry explosion has driven financial inclusion in the region, allowing the poorest to gain access to the financial services they desperately require.

The African story began in late 2007 when Safaricom launched M-pesa, Africa’s first mobile money payment system. The company initially launched a microloan system in Kenya using mobile phones but soon discovered that many individuals would take out loans only to send them to people hundreds of miles away.

This discovery highlighted one of the key…

Duncan Marwick

Passionate about Development Finance & Financial Innovation (new theories, technologies and products). Find me:

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