Recommended themes are assigned a conviction level and target return and can be implemented using a concentrated portfolio of 10 to 15 companies or a thematic ETF
Themes are informed by market and macro trends and are delivered with theme-based research reports, universe indices, supporting charts, historical analysis and interactive tools.
Delivers high-conviction, actionable thematic investment ideas and research and offers an identifiable theme universe with indices built to capture an investable theme and provides a list of recommended themes with investment vehicles to implement the theme
Strategy, reports and models
Fundamentals tell us how the markets should be acting while technicals reveal how the markets are acting. Truly insightful and timely ideas demand a balance between these two disciplines. Actionable ideas meet balanced, strategic insights through our 360-degree methodology.
On-demand access to a broad array of charts, publications and tools. Easy-to-manage content lists and curated content available at your convenience.
Monthly broadcasts on wide variety of timely topics. Accessible for all levels of subscription, these webinars include convenient access to replays, slide decks, interactive polls and a lively Q&A.
Craving a bit of one on one time with your favorite strategist? One-on-one calls can be arranged through your sales reps with specific strategists and analysts.
Our strategists and analysts are regularly sought after as expert panelists and presenters at investment industry conferences world-wide.
Many of our reports, charts, and publications can be sent directly and conveniently to your inbox.
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