A fast-growing investment thematic driving innovation
As a Global Equity fund, R-co Thematic Blockchain Global Equity invests in companies for which blockchain is a strong driver of innovation and growth.
Since its emergence in the late 2000s, blockchain has revolutionised systems for recording and transferring data. Secure, transparent and scalable, this technology is fostering the emergence of a new generation of companies that are set to revolutionise value-creation models in a wide range of sectors (finance, energy, supply chain, media, etc.).
Taking advantage of this momentum, R-co Thematic Blockchain Global Equity invests in issuers participating in the development of blockchain or in which this technology optimises operational processes, meets new industrial standards or even regulatory obligations. It is positioned around five main investment themes: blockchain infrastructure, digital assets and fintechs, audit trails and supply chains, transport and logistics, Web 3.0 and the metaverse. The result is international, multi-sector exposure to both cyclical and growth stocks, through pure and traditional players that have developed concrete blockchain applications.
The year 2024 saw a significant increase in the integration of Blockchain by businesses, consolidating its status as a technology standard in several sectors. In 2025, the expected regulatory clarification on digital assets and the establishment of a more favourable environment for digital innovation strengthen the long-term investment prospects for the Blockchain theme more than ever. A real ‘paradigm shift’ is unfolding, underpinning wider adoption of the technology.
