Insights Directory
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Megatrend Spotlight: China dynamics for growth investors: A Conversation with Jeff Moon, former Assistant U.S. Trade Representative to China
With US – China trade talks at the top of the headlines, Jeff Moon, former Assistant U.S. Trade Representative and founder of China Moon Strategies, LLC, joins Michael Graham, CFA, Director of Research and Investment Strategy, to help investors consider the evolving relationship between these two great powers.
Consumer and Retail
Healthcare
Sustainability
Technology
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Nuclear Energy and Other Renewables (Sustainability Part 2 of 2): A Conversation with George Gianarikas, CG's Sustainability Senior Analyst
George Gianarikas, CG's Sustainability Senior Analyst, returns to the podcast with Michael Graham, Director of Research and Investment Strategy, to discuss the energy market from the recent acceleration in demand to the companies that can help get us to meet it.
Sustainability
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Sustainability Dashboard - June 2025
Sustainability
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Taking the Pulse of Digital Assets: A Conversation with Joseph Vafi, CFA, CG’s Senior FinTech and Digital Assets Analyst
Joseph Vafi, CFA, CG’s Senior Fintech and Digital Assets Analyst returns to the podcast with Michael Graham, Director of Research and Investment Strategy, following significant IPOs and policy updates in his space.
Technology
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Software Quarterly Update - Q2 2025
Technology
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Vehicles and Autonomous Driving (Sustainability Part 1 of 2): A Conversation with George Gianarikas, CG's Sustainability Senior Analyst
George Gianarikas, CG's Sustainability Senior Analyst, joins Michael Graham, Director of Research and Investment Strategy, to discuss the latest developments, challenges and opportunities for the EV and autonomous driving markets.
Sustainability
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Cyber Security Quarterly Update - Q2 2025
CG's Cyber Security Update for Q2 2025 provides an update on the current market landscape including valuation trends, and recent public and private transaction activity.
Technology
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NewSpace, Business in the Final Frontier: A Conversation with Austin Moeller, CG’s Aerospace and Defense Technology Analyst
Austin Moeller, CG’s Senior Aerospace and Defense Technology Analyst, joins Michael Graham, Director of Research and Investment strategy to discuss the topical ideas in the space and travel markets.
Industrials/Aerospace & Defense