2017 has to be the year tech investors in the tech bubble envisioned back in the late 90s and early 2000s. In investment circles 2017 will be remembered as the year of the FAANGs*, the BATs# and bitcoin. The future arrived with some hefty investment returns sparking fears, opinions and debates on bubbles, disruption and what really constitutes a “currency”.
Looking into 2018, we highlight some of our thinking across all our capabilities. These articles make for some great reading as we delve into artificial intelligence, bitcoin, asset allocation, emerging markets, private equity opportunity, agriculture in sub-Saharan equity and climate change. We close off the publication by gazing into the crystal ball and making a forecast that has to come true in the financial services industry (see Elize Botha's article on women in financial services on page 54). Download our 2018 Investment Outlook
* Facebook, Apple, Amazon, Netflix and Google
# Baidu, Alibaba and Tencent