industry views

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 explain the need for greater transparency around tax structures and strategy.

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

The challenges and opportunities of connecting financial reports with sustainability reports.

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 discuss the evolution of sustainability reporting.

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.

Bond investors can play a pivotal role in moving the planet to a lower-carbon way of life.

Why we believe effective sustainable engagement requires a truly holistic approach and a focus on quality over quantity.

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

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?

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

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.

We discuss the challenges of accounting for goodwill.

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 investors assess and monitor acquisitions.

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.

The importance of (and challenges with) valuing intangibles.

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

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

Why we believe tax is under-analyzed, and how it informs our broader view of governance.

We discuss how the pandemic has distorted standard valuation measures.

Making the case for revisiting companies’ cash flow statements.

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

Why we believe environmental, social and governance factors are critical to investment decision-making, regardless of ethics or values.