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How to Implement Blockchain in a Portfolio?
Blockchain is not domiciled anywhere and that actually solves solves a lot of problems for people that need to share data. So we are seeing quite a few companies in frontier and emerging markets that are embracing the change. How do you go through implementing ideas like that in a portfolio? There's an opportunity when everything's changed significantly, so part of our role as portfolio managers is to sort out who are going to be the winners and losers from these changes.
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