The Fintech Opportunity in Emerging Markets
The emerging markets fintech industry offers exposure to secular growth, but each country is regulated differently, requiring local knowledge to navigate risks.
Uncovering Growth in Uncertain Times
Learn how surprising differences among growth companies can drive performance and which secular growth themes offer long-term opportunities.
Luxury Brands—An Opportunity For Long-Term Investors?
Despite rising uncertainty and market volatility, many luxury companies have reported strong results this past year. We explain why demand has stayed strong.
Electric Vehicles: New Rules for the Road
Electric vehicles promise to fundamentally change the relationship between the driver and the car and revolutionize the industry’s 100-year old business model.
“As investors look for companies that will generate sustainable growth, they can benefit from a deep understanding of the differences within the spectrum of growth equities, including distinct risk and return profiles.”
