INSIGHTS
Opinion | The Rise of AI in Equity Research
Opinion | The Rise of AI in Equity Research: A Threat to Traditional Models? The investment research industry, long dominated by brokerage houses and research firms, stands on the brink of disruption with the advent of AI-driven tools like Seeking Alpha’s Virtual Analyst Reports. These reports, integrating proprietary quantitative ...
Opinion | The Contrarian Optimist’s Lens
Opinion | The Contrarian Optimist's Lens: Why 2025 Could Be Surprisingly Bright In an era where pessimism often dominates discourse, adopting a contrarian yet optimistic perspective can unveil unexpected opportunities. The global landscape, marked by geopolitical tensions and economic uncertainties, may seem precarious. However, history demonstrates that ...
Breaking the Stalemate
Breaking the Stalemate: A Global Analysis of Inertia in the Electric Vehicle Market The electric vehicle (EV) revolution, once synonymous with unbridled optimism and rapid disruption, has entered a phase of tempered progress. Heralded as a defining shift for the automotive and energy sectors, EV adoption represents humanity’s most ...
Navigating a Shifting Landscape
Navigating a Shifting Landscape: Trump, BRICS, and Investor Relations Imperatives As the global economy adjusts to renewed geopolitical turbulence, Donald Trump’s threat of 100% tariffs on BRICS nations pursuing a shared currency has injected a potent mix of risk and uncertainty into financial markets. While this rhetoric may serve ...
ISSB Materiality Standards
ISSB Materiality Standards: Improving Sustainability Disclosures As a Director of an Investor Relations and ESG advisory firm, I'm constantly seeking ways to help our clients communicate effectively with their investors. Integrated Annual Reports, amongst others, are a key channel for lucid investor communication. One of the most significant ...
Opinion | Bribery, Corporate Integrity, and Investor Confidence
Opinion | Bribery, Corporate Integrity, and Investor Confidence: Lessons from the Adani Allegations When allegations surfaced that Adani Group entities had engaged in bribery to secure port contracts in the United States, the story quickly transcended its specifics. This wasn’t just about a company’s alleged misconduct it ...