Section
EV
12 posts
Robotaxis take the driver’s seat
by Robin Prendes, Equity Investment Analyst, Capital Group When robotaxis debuted in the Bay Area a couple years…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Doomberg: Policy Uncertainty is the New Systemic Risk
Listen on The Move What happens when political ambition trumps economic reality? Doomberg lays it bare. In…
Power Play: How to Invest Smarter in the Race for Electrification
by David Wheeler, CFA, Erin Bigley, CFA, Ian McNaugher, CFA, Jayme Lisiewski, AllianceBernstein Though the new US policy…
The Great Rotation: Rethinking U.S. Market Concentration
In this episode we explore 'The Great Rotation,' a research series by Brian Chingono1, Head of Quant Research at Verdad23 (Part I | Part 2). The discussion focuses on the...
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
Tesla’s Troubles Signal a Speedbump for Investors in the EV Story
by James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth, Michael Mathay, CFA, Senior Research Analyst—Concentrated Growth, AllianceBernstein…
U.S. EV Sales Need A Boost
by Ryan James Boyle, Senior Economist, Northern Trust More charging stations and lower prices can break EV sales…
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
Investing in Web3 Companies: Riding the Wave of the Next Digital Revolution
by Frank Holmes, CEO, CIO, U.S. Global Investors Bracing for Web3, the Next-Generation Internet Imagine a new digital…
Is This the Start of a New Golden Age of Gold Mining Deals?
by Frank Holmes, CEO, CIO, U.S. Global Investors We may be about to enter a new golden age…
Lithium Prices Slide Further, and Other ESG Developments and Market Shifts
According to FactSet, global lithium prices have continued to decline since mid-November, reaching $30K per ton, a level…
