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Equity Insights

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

Global Equity Views

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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Article Tags: Equities