Taking The Mystery Out Of | Blockchain Investing
A blockchain-focused portfolio is a global, diversified growth play.
Why would one want a separate portfolio allocation to blockchain technology? It’s a question nagging many professional investors as they see headline after headline on the topic. The thesis is somewhat similar to sector investing: It can help advisors express thematic market views and/or capture potential alpha opportunities. Traditional sector opportunities may be growth-oriented, like technology funds, or income- and volatility-focused like utility funds, or potential inflation hedges like real estate and other real asset funds. In all, sector plays are a significant part of the investment universe, to the tune of over $750 billion in sector mutual funds and ETFs.
In the same way, an actively managed blockchain sleeve can add specific exposures to an equity portfolio, in particular