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Inflation Fiscal policy Automation Article USA
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The great American labor shortage: Causes, consequences, and solutions

Shifting demographics suggest that US labor markets will remain tight in years to come, with major implications for income inequality, investment spending, and government policy.

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By

Juhi Dhawan, PhD

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Article
2024-06-30
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Charging Electric vehicle
Thematic exposure Disruption Automation Equity iStrat Article Global Industry Research Thematic solutions
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Thematic investing focus: The transportation revolution has arrived

New technology and environmental concerns are creating a disruptive force in the transportation sector, leading to supply-chain investments and a host of new addressable markets.

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By

Simon Henry, CFA

Daire Dunne, CFA

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Article
2023-11-30
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