New & Noteworthy

Explore our latest news and insigts locllay and around the globe.

Bobby Eubank

 

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on May 8, 2019, to discuss current market conditions and what they mean for investors.

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 8, 2019

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on May 8, 2019, to discuss current market conditions and what they mean for investors.

Finding Opportunity in Disruptive Change: Retailing and Its Supply Chain

We’re in the early stages of a revolution in retailing that is creating compelling new investment opportunities.

As thematic investors, we look for phenomena that are transforming cash flows and profitability across multiple industries. Then we seek to identify companies that will benefit, are investable through public equities with ample liquidity, and likely to pay off within three to five years.

Here we discuss one of these phenomena—how the next generation of automation is impacting the retail industry.

See our latest research and what it means for investors.

Download the whitepaper here.

Finding Opportunity in Disruptive Change: Retailing and its Supply Chain

Today in the retail industry we're seeing that traditional brick-and-mortar stores are struggling despite a relatively healthy economy.