Markets & Economy

Too High Too Fast

September 25, 2018 | Investment Themes

Shares of newly IPO’d cannabis company Tilray went on a wild ride last week as the stock whipsawed between unbelievable gains and extraordinary losses. Having just IPO’d at $17 a share on July 19, the stock has been soaring since. The euphoria peaked when trading was halted on four separate …

Can Electric Vehicles Spark Investment Opportunities?

July 18, 2018 | Investment Themes

Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …

The Road Ahead for Electric Vehicles

May 16, 2018 | Investment Themes

Part One of a Two-Part Series It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the …


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