Nov 27, 2020
In this Insights, we discuss the enormous and fundamental implications changing demographics will have in determining the fate of entire industries as new technologies and ecosystems come into favor and replace old products and services.
Sep 23, 2020
The 5G wireless network promises to revolutionize the internet, but no matter which nation ultimately assumes global leadership, the competition itself should create enormous opportunities for investors.
Aug 24, 2020
When the banks stumble, the economy can falter, as it did in the global financial crisis a decade ago. Today, the COVID-19 pandemic poses sizable risks for the US banking system, risks which the stock market appears to have more than priced in.
Jun 26, 2020
Have markets overplayed the threat of sovereign emerging market defaults? We believe the widespread misperception about the risk defaults pose to emerging markets debt has created some of the most compelling alpha opportunities on offer in today’s markets.
May 26, 2020
We use a case study on water risk in the global beverage industry to show how sustainability has many profound and far-reaching implications.