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January 17, 2019 | Investment Themes
Amid volatility and drug pricing rhetoric, stock prices of pharmaceuticals and biotech companies trailed the market in 2018. Two weeks into 2019, however, biotech is enjoying its best-ever start to a year. We have found the sector attractive for some time due to strong fundamentals and high …
Audience
All AudiencesOctober 18, 2018 | Investment Themes
Sears and the Evolution of Retail On Monday, Sears Holdings announced it was filing for chapter 11 bankruptcy. The storied brand has struggled for years, and has failed to turn a profit since 2010. Sears intends to restructure its assets under chapter 11, so it is possible that some stores …
Audience
All AudiencesOctober 10, 2018 | Investment Themes
From robots and the algorithms that run them to 3-D digital printing, industrial automation is spreading to more businesses than ever before. Industrial automation is expanding from traditional markets such as automobile manufacturing and semiconductor production to new markets such as …
Audience
All AudiencesAugust 23, 2018 | Investment Themes
Cloud computing is unlocking enormous growth potential for even the largest tech companies including internet giants Amazon, Microsoft, and Google. Their cloud platforms, known as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) are transforming enterprise IT into a …
Audience
All AudiencesJuly 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- …
Audience
All AudiencesMay 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 …
Audience
All AudiencesJanuary 19, 2018 | Market Commentary
Amazon gets all the headlines and for good reason; the online retailer is a juggernaut and has so far disrupted nearly every corner of retail. Its subscription service, Amazon Prime, is growing by millions of people each year, and after its recent acquisition of Whole Foods, Amazon has …
Audience
All AudiencesJanuary 03, 2018 | Market Commentary
Bitcoin is on a meteoric rise. The cryptocurrency rose more than 13x in 2017 and has risen exponentially since first breaking onto the scene early this decade. While bitcoin’s price has soared at an astounding, orders-of-magnitude scale, the road has not always been smooth. From the day of the …
Audience
All AudiencesOctober 12, 2017 | Market Commentary
The state of U.S. retailing continues to dominate headlines in 2017 as retailers grapple with the ramifications of a rapidly changing industry. It has become commonplace to hear of retailer plans to shutter or aggressively scale-back on brick-and-mortar locations.
Audience
All AudiencesDecember 08, 2014 | Investment Themes
In our most recent webinar on disruptive innovation Portfolio Strategist, Greg Woodard, discussed how disruption can create opportunity.
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