Trends and Perspectives
Spotlight on our Newest Partners
Tim Mulrooney, Group Head, Global Services Equity Research
Last year Tim Mulrooney cast a spotlight on "forever chemicals" (like PFAS) and how their use in many household items may be dramatically impacted. It's a topic that remains relevant today. And as newly appointed partner Tim outlines, the remediation and policy changes impacting the manufacturing industry's use of PFAS and similar chemicals is a topic that won’t go away anytime soon.
Our Latest Perspectives
Themes and Trends on the Rise in Philanthropy
Philanthropists continue to demonstrate incredible creativity and generosity, even during disruptive times. Head of Philanthropy Strategy Laura Coy outlines four key trends that we’re seeing, and which give us an optimistic outlook on the state of charitable giving.
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Evaluating the ‘Generational’ Impact of AI in Information Services
Equity Analyst Andrew Nicholas details how AI provides information services companies with a major opportunity for revenue growth and margin expansion, and the 8 factors he believes will ultimately determine future success.
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Strategic Perspectives on the Fixed Income Environment
The bond market environment continues to evolve as the Fed, inflation, and economic uncertainty impact investors. Watch our latest views on navigating today’s fixed income landscape.
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Cloud Computing: Dark Days, or Sunny Skies Ahead?
While gen AI continues to dominate the headlines, the once-ubiquitous “cloud” continues to face headwinds amid spending cuts. However, are the best days of cloud computing really behind us? Or, as equity analysts Jason Ader explains, select players within the cloud computing industry are—and remain—the future of IT.
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Therapeutic Advancements in Combatting the Fatty Liver Disease NASH
While NASH may be a lesser-known disease, Equity Analyst Andy Hsieh explains why the therapeutics and diagnostics innovations could make a difference for millions of Americans at risk for the most-severe hepatic disease.
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Generative AI: The New Frontier of Automation
Generative AI has been all the rage this year, propelling an entire sector and creating an unprecedented level of excitement among millions of users of this new software. But, as Equity Analyst Arjun Bhatia explains, we’re just getting started with this transformative, yet nascent, technology.
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Catalysts of an Evolving Tech Labor Market
The market for tech talent has experienced a volatile several years. Equity Analyst Maggie Nolan explains that despite the layoffs, a deficit of qualified tech talent persists, and companies that embrace partnerships and different shoring models will have access to a more resilient and dynamic pool of talent.
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Something Old, Something New: The Renaissance of Radiopharmaceuticals
Equity Analyst Andy Hsieh discusses in a two-part series why radiopharma—a science with origins over a century old—is now on the cutting-edge of precision medicine. In this first video, he outlines the remarkable innovations of both diagnostics and therapeutic radioisotope application.
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The Trillion Dollar Solution: How Tech Innovation is Transforming Diabetes Care
As one of the most prolific ailments, diabetes warrants attention. But with breakthroughs such as continuous glucose monitoring (CGM) through AI and machine learning, Equity Analyst Margaret Kaczor explains why millions of diabetes patients have reasons to be optimistic about future treatments via a growing medtech industry.
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How Targeted Therapy Breakthroughs are Improving Alzheimer's Treatment
Recent breakthroughs with Alzheimer’s-modifying treatments bring new hope for the over 6 million patients, their family members, and caregivers in the U.S. Hear why Myles Minter believes there’s more to come with such targeted therapy innovations.
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From the archives, get our take on trends that matter, including friction-free real estate transactions, personalized medicine, brand intimacy, consumer-centric healthcare, and more.
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