Reflections on Martin Luther King Jr. Day 2022: Let’s Get Together

Come on people nowSmile on your brotherEverybody get togetherTry to love one another right now From Get Together written by Chet Powers During the national celebration of Dr. Martin Luther King Jr. each year, I take time to read or listen to one of his speeches—and this past weekend was no exception. Reading and listening…

Conversation with Terremark Co-Founder and Current Cyxtera Chairman Manny Medina

In this episode, Manny Medina, Chairman of Cyxtera speaks with Colby Synesael, Communications Infrastructure and Telecom Services Analyst. They discuss the founding of Terremark and the opportunity for Cyxtera to fill the void in the publicly traded data center market. Press play to listen to the podcast. Transcript Speaker 1: Welcome to Cowen insights, a…

Livin’ on the Edge II: Accelerating Toward the Edge

The Cowen Insight In 2020, the Cowen Research TMT team identified edge cloud computing as a critical thematic for investors to monitor in a five-part, 300+ page Ahead of the Curve® Report series. We refresh our primer with a focus on framing opportunities in edge client devices and edge-enabled services. We also provide updates on…

Regulatory Outlook for Telehealth

In this episode, Krista Drobac, Executive Director of the Alliance for Connected Care, a telehealth industry trade group speaks with Charles Rhyee, Health Care Technology Distribution Analyst. They discuss the regulatory outlook for telehealth, including work towards extending current federal rules to expand access to telehealth during the current public health emergency and state…

All Tide Up: Rethinking the Supply Chain

The Cowen Insight A COVID-induced supply chain tailspin should change the way shippers think about their logistics network, as early signs begin to play out. A multitude of factors are contributing to elevated pricing across most modes of transportation. We see congestion throughout the supply chain through much of 22 which will likely benefit some…

The New Infrastructure of Caregiving with Wellthy’s CEO

When most people talk about health care, they tend to speak about it in terms of themselves: How do I as the individual use the healthcare system? How do I interact with my insurance company? How do I use this digital health app? But oftentimes, a lot of care is coordinated not by the individual…

The Rapid Ascent of Millennials and Gen Z

The Cowen Insight Our fourth annual proprietary Gen Z and Millennial survey across seven verticals illustrates transformational shifts in spending power and variance in spending preferences. Sustainability, social commerce, and shifts to digital are likely to have profound effects on growth and risk across retail, eCommerce, restaurants, food, cannabis, and payments sectors. Key themes from…

Fueling the Future: A Primer on Cell and Gene Therapy Tools

THE COWEN INSIGHT The fast-growing cell and gene therapy (C+GT) space relies on a supportive ecosystem of enabling tools. We view this market as attractive and overlooked despite a $45B+ TAM, robust growth potential, and insulation from the binary risk of clinical success. This primer details our industry-level investment thesis and includes takeaways gleaned through…

Help Wanted! Talent Acquisition Tech is an Emerging Public Market

THE COWEN INSIGHT Talent acquisition tech represents the next major investable universe within human capital management with staying power in the public markets as a separate class of companies. Talent acquisition has become a top priority with growing acknowledgement that talent represents organizations most significant asset. The pandemic has introduced further challenges to already tight…

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