Research & Insights
Industry Insights
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role …
COMMODITY PRODUCERS
Gold: A Commodity with Enduring Value
As a tangible asset with intrinsic value, gold can play a valuable role in investor portfolios. Over the long term,
CASH FLOW CHAMPIONS
Small-Cap Stocks: A World of Possibilities
Small-cap stocks often have a relatively low correlation to large-cap stocks. One reason …
CASH FLOW CHAMPIONS
Small-Cap Stocks: A World of Possibilities
Small-cap stocks often have a relatively low correlation to large-cap stocks. One reason for this is that smaller companies tend
FINANCIAL SERVICES
The Banking Titans That Power the Global Economy
Banks play a vital role in the global economy. The cornerstone of our …
FINANCIAL SERVICES
The Banking Titans That Power the Global Economy
Banks play a vital role in the global economy. The cornerstone of our financial system, they offer critical services such
COMMODITY PRODUCERS
Uranium: The Commodity for the Nuclear Age
In an era marked by rising global energy demand and a growing emphasis …
COMMODITY PRODUCERS
Uranium: The Commodity for the Nuclear Age
In an era marked by rising global energy demand and a growing emphasis on clean energy solutions, uranium stands out
Research Insights
THOUGHTS FROM THEMES
ARM, Like Some Tech Stocks, Has a DeepSeek Problem
British semiconductor major Arm Holdings plc (ticker: ARM) holds an interesting niche in …
THOUGHTS FROM THEMES
ARM, Like Some Tech Stocks, Has a DeepSeek Problem
British semiconductor major Arm Holdings plc (ticker: ARM) holds an interesting niche in the chipmaking space: rather than designing and
THOUGHTS FROM THEMES
AMD Data Centre Revenue Misses Estimates
Advanced Micro Devices has announced its financial results for the fourth quarter and …
THOUGHTS FROM THEMES
AMD Data Centre Revenue Misses Estimates
Advanced Micro Devices has announced its financial results for the fourth quarter and full year of 2024, exceeding expectations in
THOUGHTS FROM THEMES
ASML Reports Solid Q4 Earnings
ASML, the producer of extreme ultraviolet (EUV) lithography machines, remains one of the …
THOUGHTS FROM THEMES
ASML Reports Solid Q4 Earnings
ASML, the producer of extreme ultraviolet (EUV) lithography machines, remains one of the world’s leading manufacturers of
THOUGHTS FROM THEMES
Bigger May Be Better
Considering financials? If so, bigger banks may be better. Since inception, the Themes …
THOUGHTS FROM THEMES
Bigger May Be Better
Considering financials? If so, bigger banks may be better. Since inception, the Themes Global Systemically Important Banks ETF (GSIB) –
