Global Equities

Our webinars snippets feature stock and company insights from our fund managers. They offer expert discussions on the latest trends, innovations, and strategies to watch in the stock markets.

Global Mobility – Semiconductor Stocks – Soitec and Wolfspeed

Global Mobility – Semiconductor Stocks – Analog Devices and Texas Instruments

Global Mobility – Robots used by Amazon and Defence

Global Mobility – Robotaxis

Global Mobility – Lithium Pricing Stock – Albemarle

Global Mobility – Key Drivers of EV Mobility and Autonomous Vehicles

Global Mobility – EV Reaching Cost Parity

Global Mobility – Electronification Autonomous Theme

Global Mobility – Why Now?
Embarking on a technology revolution of a $8-10 trillion Opportunity. It’s just getting started! What are the three pillars for this revolution? 

Global Mobility – Trend Acceleration
What impact will the allocation of US$2 trillion for fiscal programs, like the CHIPS+Act and the Inflation Reduction Act, have on the industry? 

Global Mobility – Takeaways
Trends are accelerating. Are we entering a phase of generational opportunity?

Global Mobility – Supply Chain Build Out
Semiconductor manufacturing has been a focus. What company is set to benefit from this fiscal injection? 

Global Mobility – Semiconductors are the New Oil
What material in the production of semiconductors is set to triple over the next few years as we shift to electrification? 

Global Mobility – EV Commodities
The energy transition leads to a significant increase in the demand for critical minerals. What two EV commodities are we expecting to benefit?