Equity Strategy

Thematic research identifies investible long-term trends. Themes may involve demographic shifts, policy shifts, business model transitions, or new entrants. Emerging trends could offer good long-term investment opportunities, while existing trends may need to be avoided or shorted. See below for a list of our recent thematic research notes.

Equity Strategy Notes

Country Strategy

The EV trend has petered out, and trump is eliminating EV credits. Tesla is struggling and ICE still dominates.

Size Strategy

The EV trend has petered out, and trump is eliminating EV credits. Tesla is struggling and ICE still dominates.

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