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…

Future of Sustainability Is Collaboration

Martijn van der Zee, Chief Merchandising and Sustainability Officer of CA speaks with Oliver Chen, Retail Luxury Analyst about key advances in apparel manufacturing sustainability, consumer insights, and expectations for progress in the industry. Press play to listen to the episode. Transcript Speaker 1: Welcome to Cowen Insights. A space that brings leading thinkers…

Cowen 2nd Annual Digital Dining Summit Highlights

Andrew Charles, Restaurants Analyst shares highlights from Cowen’s 2nd Annual Digital Dining Summit: Revolution in Restaurant Innovation, which took place on May 27, 2021. The highlights cover the Cowen Research outlook for restaurant sales. It also contains discussion around investments in technology such as AI, robotics and drones, and how rewards programs personalize consumer offerings.

Graduation Season

In this episode, Larry Wieseneck, Co-President, Cowen Company speaks with David Erickson, a former colleague and a Senior Fellow at Wharton Business School. They discuss returning to the office, being adaptable and flexible in changing circumstances, and taking ownership of your career. They also speak about how emerging technologies such as electric charging, cybersecurity,

Deus Ex Machina, Part III

THE COWEN INSIGHT This is part III of a collaborative, multipart series examining the global robotics landscape (see Parts I and II). Robotic development toward more complex tasks is far more symbiotic with human behavior than most likely appreciate. Human capital replacement was always the fear, but increasingly the relationship is inextricably intertwined. Part III…

Cobots Provide Potential Market Augmentation for Robotics

The Cowen Research robotics team explores growth in the cobot (or collaborative robot) market in the Ahead of the Curve report, Deus Ex Machina, Part III. They collaborated with Teradyne, Sarcos Robotics, MassRobotics and Cowen Washington Research Group to identify cobot applications, determine the impetus for accelerated demand and to estimate the total addressable market…

Automating Online Grocery | Elram Goren, CEO, Fabric

Elram Goren, CEO ofFabricspeaks with Oliver Chen, Retail Luxury Analyst. They discuss the future ofonline grocery, the role ofrobotics, automation softwarein on demand supply chain management and how this impacts financial sustainability operational scalability. They also discuss thebenefits of micro-fulfillment centersand the future of labor amid the rise of automation. Press play…

Financial Innovation: Economic Benefits on the Road to Acceptance

Every industry lives and dies by innovation, and the financial industry is no exception. By offering new products and solutions, the financial industry helps companies access the capital they need to develop breakthrough technologies that create jobs and grow the economy. The ongoing innovation evolution in financing generates efficiencies and invariably lowers the cost of…

Sustainability 2.0 – Technology at the Tipping Point

At Cowen, we are deeply committed to Sustainability, one of our core values and a guidepost for all we do for clients and as investors. In a new series of commentaries, we delve into the vision of a more Sustainable future. Drawing from our in-depth research and thought leadership across the firm, we will explore Sustainability…

COVID-19 Drives Retail to Innovate

Cowen Research examines the impact of COVID-19 “stay-at-home” lifestyle trends on the retail industry including curbside pickup, recommerce, contactless shopping, robotics, and automation. This video is a summary of the major findings in the report, Retails Modernization Imperative. Press play to learn more.

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