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Equity Insights

We highlight themes and implications from our equity team to help guide your portfolio decisions.

Equity research in-depth: How the disruptive power of technology can remake the economy

There's a lot of talk about the disruptive power of technology, but what does that mean, exactly? We think of technology less as a sector and more as a secular force that will affect every corner of the economy, spurring shifts in market share and market capitalization, and generating opportunities for wealth creation (and destruction).

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Equity research in-depth: In the wake of COVID-19, the strong get stronger

We look at several trends that are likely to pick up steam: digital transformation, more diversified supply chains and an accelerating shift to factory automation.

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Equity research in-depth: How Consumer Behavior Is Changing

The first in a new series of commentary from the global equity research team, our experts explore the longer-term implications the global pandemic will have on consumer preferences with a focus on the remote workforce, adoption of online alternatives and increased consumer savings.

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FEATURED EQUITY INSIGHTS

Global Equity Views 4Q20

The rebound in equities has been impressive, but it is still uneven. Enthusiasm for large cap technology winners has intensified and valuations vary widely. For our team, the big debate is about stock selection rather than market direction.

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Equity research in-depth: Remaking stakeholder relationships after COVID-19

The effects of the pandemic could remake relationships among corporations, stakeholders and the state in ways that could have important long-term implications.

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Center for Investment Excellence Podcasts

Listen to our investment experts discuss various topics-from general investing to investing in alternatives and much more.

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