E-commerce

Geoffrey Wong, head of emerging markets at UBS Asset Management, looks at the latest developments in three key emerging markets.

The world has gone mad for Bitcoin and the blockchain technology that underpins it. But cryptocurrency is not the only financial innovation out there, and not all of it is as overhyped.

While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....

As the dust settles on another Black Friday, it is worth remembering an old adage based on the California Gold Rush; if you want to exploit a growing trend you can either mine for gold, or sell pickaxes.

Dominance by Chinese tech firms

Targeting e-commerce

Amazon a key disruptor

Opportunities in e-commerce

The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.

The lead-up to and events immediately following the UK Brexit confirmed to us that the optimal route into the property sector is via a 'permanent capital' model, specifically listed real estate investment trusts (REITs).