CAPITAL IDEAS^TM

Manufacturing

Equity

Energy transition: opportunities from the race to net zero

October 29, 2024

Matt Reynolds
U.S. Equities

Three investment ideas from earnings season

May 24, 2024
Emerging Markets

Friendshoring brings industrial-sized investment opportunity

March 1, 2024
Equity

Small-cap stocks: 7 opportunities to watch in 2024

February 12, 2024
Trade

Reshoring supply chains: What does it mean for investors?

February 10, 2023
Global Equities

Four trends could power an industrial renaissance

January 20, 2023
Technology & Innovation

5 things to know about the future of semiconductors

December 1, 2022

Shailesh Jaitly
Trade

Supply chain shifts signal reglobalisation

June 20, 2022