Search
Filter by type
Library
technologyX
Markets & Economy » Biotech Starts Strong in 2019
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 AudiencesLibrary » November 2018 Perspective
November 01, 2018 | Market Commentary
Volatility Strikes in October US equity markets entered into correction territory this month as weakness in growth stocks, the tech sector, and certain cyclical stocks dragged down the equity market. Further, the Q3 earnings season began to highlight rising costs for companies. These rising …
Audience
All AudiencesMarkets & Economy » Man vs. Machine
October 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 AudiencesLibrary » September 2018 Perspective
September 04, 2018 | Market Commentary
Fresh All-Time Highs US equity markets hit new highs in August as the current market cycle reached record breaking lengths. The market’s rise has been again led by technology stocks. The tech-heavy Nasdaq Composite gained 5.7% over the month, its strongest August performance in 18 years. The …
Audience
All AudiencesMarkets & Economy » The Future Is Sunny for Cloud Computing
August 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 AudiencesLibrary » August 2018 Perspective
August 03, 2018 | Market Commentary
Tech Takes a Beating A number of high-flying tech stocks that drove the market in recent years suffered a series setbacks at the end of the last month. Beginning with a sharp move lower in Netflix shares, the tech sector’s weakness accelerated on July 26 when Facebook suffered the largest one …
Audience
All AudiencesMarkets & Economy » 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- …
Audience
All Audiences
Library » Semi-Annual Outlook: Investing With Conviction
July 12, 2018 | Investment Themes
While the economy may be on firmer ground, navigating volatile financial markets will remain challenging. In our newest Semi-Annual Outlook, we provide our perspective on what to expect in the second half of 2018 and where we see opportunity. Get your copy today »
Audience
All AudiencesLibrary » July 2018 Perspective
July 02, 2018 | Market Commentary
Trade Tensions Heat Up It appears increasingly likely that Chinese President Xi Jinping will attempt to match President Trump blow for blow after the Trump Administration announced plans to go ahead with initial tariffs on $50 billion worth of Chinese goods. China responded by declaring …
Audience
All AudiencesMarkets & Economy » 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 …
Audience
All Audiences