Research Theme

We believe that today, the traditional research approach of following stocks and sectors no longer delivers valuable insight. It can risk being little more than commentary on what is happening in specific companies or industries. This is why our research has shifted to focus on themes, many of which cut across sectors. It matches the way our clients work today and is the best way to truly understand the value in markets and the trends that are impacting the economy. This evolution in our approach is part of an ongoing process where we seek to continually improve and adapt our offer to current market trends. We have already identified several themes in our reports and webinars. This document is a snapshot of the themes that we believe are important today: it will doubtless evolve to encompass new trends as they emerge.