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Japan Equity Automation Wealth Program Global Industry Research Industrials Article
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Japan’s factory automation sector: Poised for a significant upturn?

Global Industry Analyst Takuma Kamimura explains why he believes we’re on the verge of a multiyear cyclical upturn in the factory automation sector and why he sees a compelling outlook for select Japanese companies in particular.

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Takuma Kamimura

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5 min
Article
2025-10-31
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1598010420
Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
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Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

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Brian Barbetta

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4 min
Article
2025-04-30
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1402235602
Inflation Fiscal policy Automation Article USA
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The great American labor shortage: Causes, consequences, and solutions

Shifting demographics suggest that US labor markets will remain tight in years to come, with major implications for income inequality, investment spending, and government policy.

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Juhi Dhawan, PhD

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Article
2024-07-31
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Charging Electric vehicle
Thematic exposure Disruption Automation Equity iStrat Article Global Industry Research Thematic solutions
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Thematic investing focus: The transportation revolution has arrived

New technology and environmental concerns are creating a disruptive force in the transportation sector, leading to supply-chain investments and a host of new addressable markets.

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Simon Henry, CFA

Dáire Dunne, CFA

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Article
2023-11-30
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