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).
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.