Ned Davis Research Launches Thematic Opportunities Strategy to Target Trends in Technology, Demographics and Global Shocks


(PRNewsfoto/Ned Davis Research (NDR))

VENICE, Fla., Nov. 24, 2020 /PRNewswire/ — Ned Davis Research (NDR) today announces the launch of its Thematic Opportunities Strategy, offering alpha-generating investment recommendations using a theme-based approach. NDR reviews hundreds of macro-fundamental trends to find the highest-conviction investment themes, and provides recommendations to asset managers and wealth managers based on NDR’s favorite stock, ETF or basket of stocks. NDR Thematic Opportunities is the investment research firm’s most actionable strategy at the individual securities level.

“The Thematic Opportunities strategy came about organically as a reaction to client feedback,” said Bashar AL-Rehany, Ned Davis Research chairman. “In a recent client survey, over 50% of respondents suggested they were interested in a Thematic Opportunities strategy from NDR. We are excited about the launch of this new strategy which strengthens the investment research value we already deliver.”  

Themes included in the strategy are longer-term macro-driven trends that do not fit into an existing industry structure and show better growth than broad economic growth. NDR recognizes three broad drivers of thematic trends: new technology, demographics, and global shocks. Using NDR’s 360° approach, the product amalgamates the data surrounding these factors to ultimately identify and analyze the most attractive investment themes. Current examples include the Covid-19 recovery, clean energy, cloud software, cybersecurity, 5G, FinTech and electric vehicles.

The recommended themes are investable and can be implemented by using NDR’s unique concentrated portfolios of 10-15 companies or a thematic ETF. Recommendations are also given a conviction level, return target, and investment horizon. These actionable insights are holistic, offering both granular investment ideas as well as long-term themes. NDR Thematic Opportunities is particularly useful for asset managers and investment advisors that need both investment ideas and the rationale behind the ideas to communicate with clients.

The strategy features a user-friendly dashboard, allowing investors to see important trends at a glance, and access relevant, detailed data from 12 new tools and reports with a single click. It will also include weekly and monthly publications that will monitor the themes and the key factors driving the investment thesis, as well as in-depth initiation reports when introducing a new theme.

Pat Tschosik, Senior Portfolio Strategist at Ned Davis Research added: “We launched Thematic Opportunities with an initial focus on ‘Tech Titans,’ giving investors insight on the largest, fastest growing technology companies driving the market, including Apple, Salesforce and Adobe. I think what is most exciting about thematic investing, is the freedom we have to find a theme. We can look for companies across sectors, market cap, and geography to find the best themes.” 

About Ned Davis Research (NDR)
See the Signals. Avoid Mistakes.™

NDR uses the weight of the evidence and a 360-degree approach to build up to market insights. When we say “evidence,” we mean processing millions of data series to fuel a historical perspective, building proprietary indicators and models, and calming investors in a world full of bull/bear news hype and hysteria. We believe that no client is too big or too small to benefit from NDR’s insights.

In 1980, Ned Davis founded a new investment research group based on his fundamental belief that making money is more important than being right. Today, we are widely recognized for concise commentary and unbiased views. NDR is headquartered in Venice, Florida, with offices in New York, Atlanta, Boston, San Francisco, London and Hong Kong.

Media Contact: Hod Klein, Ned Davis Research, [email protected] 

SOURCE Ned Davis Research


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