No matter what 2024 has in store, we believe a combination of active management, independent research, and agility are the keys to delivering alpha for our clients.
Behind the research: Stories from our Global Industry Analysts
In a rapidly changing world, fundamental research can help unlock potential investment value. In pursuit of competitive returns for our clients, we believe our edge comes from experience, focus, curiosity, and a highly collaborative platform. Watch compelling stories from our Global Industry Analysts.
Oil market update: The long road to normalization
As geopolitical tensions in the Gulf region resume, our expert discusses recent oil market dynamics and their potential impact on inflation and the global growth outlook.
Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing
From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.
Japan’s factory automation sector: Poised for a significant upturn?
Global Industry Analyst Takuma Kamimura explains why he believes we’re on the verge of a multiyear cyclical upturn in the factory automation sector and why he sees a compelling outlook for select Japanese companies in particular.
URL References
Related Insights
