industry views

We consider what import tariffs and deregulation could mean for certain sectors of the US economy.

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

New trends and technology innovations are expanding the opportunity set.

We describe the enduring appeal of high-quality companies with reliable dividends.

We discuss how a balanced approach can help navigate market uncertainty in 2025.

We discuss the consensus ‘Trump trade’ and whether it will hold.

Cyclical and secular forces continue to support longer runways of growth for select commodities.

We believe a renewed emphasis on infrastructure will provide investment tailwinds.

Could large-cap value stocks provide a port in the storm?

Discover how value investing can bring balance to a portfolio without sacrificing performance.

Could wearable technology interpret brain signals to improve everyday life?

Changing investor sentiment is putting money in motion.

What’s next for US trade policy in the new term?

Could recent litigation upend the traditional US residential real estate industry?

Could an alternative currency topple the US dollar’s supremacy?

What are the implications of rebel attacks on Red Sea trade routes?

Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.

How humans and machines can thrive together in a new market regime.

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

How are news outlets evolving with the ever-changing media industry?

As geopolitical tensions become a focal point, what should investors consider when investing in China?

Our conviction remains high as emerging technology and innovation transform the industry.

How do women in the workplace positively affect the bottom line?

How can we benefit from infusing elements of nature into our cities?

We explain why cyclical and secular forces support the current commodity cycle.

Could a breakthrough in superconducting material bring to light electronic efficiency?

As climate change reaches a boiling point, why are major insurers exiting disaster-prone states?

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

Is the era of content overload, with streamers trying to be all things to all people, winding down?

We explore the renewed interest in analog goods and services in the post-pandemic world.

We investigate as sites like Reddit seek to capitalize on AI-fueled demand, causing upheaval among users and developers.

We explore how trend-following strategies can be implemented and optimized for investors.

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

We investigate the geopolitical and economic implications of rare-earth elements.

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

The next step in advanced air mobility is arriving soon.

Augmenting real data opens up a world of possibilities.

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

Our thoughts on First Republic's collapse and what it means for the banking sector.

We investigate how a US forced-labor law targeting China is affecting US supply chains.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

We examine the environmental implications of the ever-expanding digital world.

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

We investigate how investing in climate adaptation could help protect our planet’s future.

We examine the future of commercial real estate and its implications for employers and employees alike.

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

We explore potentially life-saving advanced driver assistance system technology.

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

We discuss promising relative-value scenarios.

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

We outline the key ESG issues related to defense and how we integrate these in our investment approach.

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We assess the evolving market landscape of the music streaming industry.

We consider how Joe Biden’s election win might change the outlook for the energy sector.