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Research in focus: Uncovering trends and opportunities

Despite a sluggish global economy, many equity sectors offer attractive near-term growth potential, while others are poised to benefit over time from strong secular tailwinds. In this collection, our investors share their best ideas.

 
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Aug 2016
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Video + paper
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Asia tech: The eye of the next technology superstorm

Author: Anita Killian, CFA

The misperception of Asia as a low-end, copycat manufacturing hub masks opportunities in what is now the main supply chain for global end markets in electronics.

File under: Research in focus: Uncovering trends and opportunities

 
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Aug 2016
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Industry
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Beyond the headlines: What’s really going on with health care

Authors: Ann Gallo, ...

Negative media attention is nothing new, especially in a US election year. Our investors’ positive outlook on global health care is based on favorable industry trends and secular tailwinds.

File under: Research in focus: Uncovering trends and opportunities

 
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Aug 2016
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Industry
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Power shift: Why utilities will run more like Uber and Airbnb

Author: Alan Hsu

In coming years, power markets will be challenged by two structural dynamics: the increasing penetration of decentralized, distributed renewable resources and the need to eliminate grid inefficiency. Both of...

File under: Research in focus: Uncovering trends and opportunities

 
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Automotive technology: On the fast track

Authors: Adam Fraser, CPA, ...

The escalating adoption of new automotive technologies should fuel structural growth opportunities for suppliers of next-generation components. There are many reasons to believe this potential for secular...

File under: Research in focus: Uncovering trends and opportunities