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We believe that the Cybersecurity theme can help manage geopolitical risk in a portfolio, as well as idiosyncratic risk linked to companies’ product and supply chain weaknesses. We expect equity markets to be supported by negative real yields as high inflation persists. The...
Nearly every major automaker in the U.S. has announced significant investment commitments to transition a substantial percentage of their product portfolio from ICEs to EVs. The average franchise dealer will be tasked to sell, service, and manage relationships with a traditional ICE v...
The U.S. ban on imports of Russian crude oil is effective immediately, while Britain said they will phase out Russian crude oil imports by the end of this year - meaning 9+ months of phased withdrawal. Europe is “hooked” on Russian energy, so Germany has come out against...
Emerging Markets are outperforming the rest of the world, due in large part to windfall profits in the commodities-exporting countries of South America and the Middle East. If you want to follow the money, this is a good place to start. Money has been flowing out of tech, consumer dis...
We think that the inflection point is now. The past 18 months have accelerated the use of technology both on the consumer and business side - whether it’s in e-commerce, digital banking, or clean energy. Companies that do not have sunk capital in legacy business models are ofte...
Electric-only players tend to see electric drive units as vital to efficiency and thus a source of competitive advantage. We forecast a steady shift toward electric drive insourcing in the coming decade driven in part by the US OEMs. Carmakers may never insource electric drives co...
The most recent sanctions are wreaking havoc on global financial markets. The Russian ruble is also plunging, and the Russian economy is being squeezed. Most global equities are also down since the start of the war, and with investors on edge, volatility is spiking. The effects of thi...
Russia’s invasion of Ukraine, the biggest conventional military attack in Europe since World War II, has wide-ranging implications for economies and markets around the world. Disruptions from this war and the higher energy prices that result could significantly dampen Europe...
With the rising threats of global warming and air pollution, EVs are back on the discussion tables of policymakers. India is the third-largest emitter of CO2 in the world. For the PV category, the share is expected to be about 8.3% in 2030 in a base case scenario. For furthe...
Over the last decade, Tesla and other automotive manufacturers have successfully harnessed the opportunity to convert overperformance of existing CO2 emissions and fuel consumption regulatory standards to valuable revenue streams. In late December 2021, the US Environmental Protection...
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Despite being negatively affected by the global semiconductor chip shortage the electric vehicle industry is expected to generate solid growth in the coming years fueled by governmental support worldwide. So, we think investors looking to capitalize on the industry’s growth in a relati...