Thematic Research
Carbon Capture and Storage – A Call Option for the Fossil Fuel Industry within the Energy Transition
The energy transition has come sharply into focus in 2021 as climate risks increase and opportunity for growth of green energy explodes. The term refers to the global energy sector’s shift away from fossil fuels and towards more renewable and low-emission sources of...
Climate Change, Federal Stimulus Should be Long-Term Drivers for HVAC Industry
Record heat has made headlines across the globe over the last two months with the Pacific Northwest, Boston and New York, and Western Canada all shattering temperature records in early July. Concerns over global heat increases have been growing over the last decade....
Digital Documents: Remote Work Driving Significant Adoption
The “Future of Work” theme is being driven by increased mobility and the ability to now work remotely from just about anywhere on the planet as companies undergo significant digital transformations. One of the stronger sub-themes is Digital Documents which includes...
Thematic Snapshot – Ultra-Low Cost Carriers
Thematic Snapshot – Ultra-Low Cost Carriers In the last three weeks, we’ve had two new airline IPOs enter the market – Sun Country (SNCY) and Frontier (ULCC) -- and both fall into a unique category called ultra-low cost carriers. Ultra-low cost carriers were born out...
Thematic Snapshot: Tax Prep Services
The annual tax filing deadline is fast approaching – albeit one month later than usual – and 2021 promises to be another big year for DIY tax prep services given changes to the tax code, pandemic-related addendums, and impact of stimulus checks. DIY Tax preparation is...
Uranium Market Poised for Growth as Prices Improve
Global Uranium ETF (URA) saw a buyer yesterday of 3500 October $20/$30 call spreads for $1.60 to open, notable volume for the ETF that has been in a strong trend since December. URA has exposure to both uranium miners and production of nuclear components including...
Thematic Snapshot – Mental Health
Earlier this week, we noted a report that online therapy app Talkspace was in talks to go public at a $1.4B valuation with SPAC Hudson Executive. The deal is interesting because it highlights the growing market surrounding mental health a big subset of a theme we dug...
The Evolution of the Gig-Economy and Stocks to Benefit
A gig economy is a free market system in which temporary positions are common and organizations hire independent workers for short-term commitments. It is derived from the term gig which is slang for a job that lasts a temporary amount of time and historically was...
Thematic Snapshot – Africa
Africa is one of the most intriguing investment themes for the next decade as the continent sits on the precipice of significant growth supported by economic development, a growing middle class and infrastructure investments. For many years, the main source of foreign...