Trends and Perspectives
Stay up to date with our take on trends that matter most.
Our Latest Perspectives
Anticipating the Next Frontier for GLP-1 Therapies
Over the past 3 years, the GLP-1 drug class has revolutionized how obesity is managed, and no other therapeutic category has made such a profound impact in that short period of time. Andy Hsieh, Ph.D., partner, explores how recent scientific advances created optimism that there will be more novel drug candidates, potentially generating a wave of new therapies that could help millions of patients around the world.
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How AIOps Helps Unlock New Efficiencies in an Increasingly Complex IT Landscape
Equity analyst Jake Roberge explains the increasingly important role the observability and AIOps software markets are playing for businesses of all sizes, why these platforms are gaining momentum over legacy monitoring tools, and the key trends he’s seeing throughout the sector.
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Advanced Manufacturing in the U.S.: The Future is Now
As companies look to bring manufacturing efficiently closer to the point of consumption, equity analyst Brian Drab details why advanced manufacturing, including 3D printing, will continue to change the entire manufacturing industry here in the U.S.—and worldwide.
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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.
Watch the videoSpotlight 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.
Take a Look Back
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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