thematic research

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.

thematic notes

Electric vehicles

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

Mergers & Acquisitions

M&A remains subdued due to market volatility from trumps tariffs, with a number of high profile put on hold this year.

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