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…

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…

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…

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…

The V word: How an outsourced trading desk makes volatility manageable

There are many lessons we can draw from how markets have behaved in the past year and a half. One of the most important is that in times of uncertainty, it truly pays to have an experienced, reliable trading desk that knows how to cope with extreme volatility. The pandemic sent volatility up to its…

Is the Business Jet Demand Equation Changing?

THE COWEN INSIGHT The Covid-driven business jet demand surge is a sign of an extended upcycle thru 2023 longer if the Delta variant persists. Improving pricing and solid volume/mix shifts should yield strong profit/margin gains. Yet, investors havent adjusted to the big change from the sectors lengthy stagnation. Business Jet Sector Exiting Decade-Long Period…

The Future of Food

Brian Holland, Sustainable Food Healthy Living Analyst shares highlights from his report Sustainable Food and Healthy Living: At the Inflection Point. He speaks about drivers for disruption including COVID-19, Millennials Gen Z, and sustainable food production. He also highlights how these disruptive forces are impacting the sustainable meat dairy, pet, and packaged…

Sustainable Food and Healthy Living: At the Inflection Point

The Cowen Insight We believe we are on the cusp of the most dramatic sea change in consumer behavior in generations, if not ever. Key drivers are: 1) COVID-19 2) Gen-Z, and 3) sustainability. With that, in this report we lay the foundation for our Sustainable Food and Healthy Living coverage. Key investment considerations within…

Why Hydrow Is the Tesla of Fitness

Bruce Smith, CEO and Founder of Hydrow speaks with Oliver Chen, Retail & Luxury Analyst. They discuss the future of at-home fitness and Hydrow‘s competitive positioning as the at-home space is gaining consumer interests across all age groups. They also discuss growth opportunities, customer acquisition, retention strategies, and pricing dynamics.

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