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We’re beyond excited to introduce our Active Research 5.0 framework! What’s changing? We’re leveling up through: • Global integration • Platform-driven research • Ecosystem-led product development Driven by this upgraded research engine, we’re hyper-focused on tracking global innovation and local industrial substitution. By staying grounded in value investing, we...

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China Asset Management

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The world is a mess right now — and investors can feel it. We are in the Fourth Turning: a period of deep structural change marked by economic instability, political polarization, geopolitical tension, and rising social unrest. This is not theoretical. It is happening in real time, and it is reshaping markets, leadership, and the global order. These environments can create uncertainty — but may offer opportunity for investors who are prepared. $HEFT is Hedgeye’s Fourth Turning ETF, built specifically to help investors navigate regime shifts with a disciplined, research-driven approach. Rather than relying on static allocations or backward-looking assumptions, HEFT is designed for a world where the rules are changing. Co-led by Neil Howe Neil Howe, author of The Fourth Turning, and portfolio manager R. Patrick Kent R. Patrick Kent (RPK), HEFT seeks to identify the sectors, themes, and equity opportunities most likely to benefit from long-cycle disruption, generational change, and the transition to a new market era. If you’re looking for a forward-looking equity strategy built for volatility, transition, and the next chapter of global change, we encourage you to learn more. Hedgeye Keith McCullough Watch the short video overview here:
3:39

The world is a mess right now — and investors can feel it. We are in the Fourth Turning: a period of deep structural change marked by economic instability, political polarization, geopolitical tension, and rising social unrest. This is not theoretical. It is happening in real time, and it is reshaping markets, leadership, and the global order. These environments can create uncertainty — but may offer opportunity for investors who are prepared. $HEFT is Hedgeye’s Fourth Turning ETF, built specifically to help investors navigate regime shifts with a disciplined, research-driven approach. Rather than relying on static allocations or backward-looking assumptions, HEFT is designed for a world where the rules are changing. Co-led by Neil Howe Neil Howe, author of The Fourth Turning, and portfolio manager R. Patrick Kent R. Patrick Kent (RPK), HEFT seeks to identify the sectors, themes, and equity opportunities most likely to benefit from long-cycle disruption, generational change, and the transition to a new market era. If you’re looking for a forward-looking equity strategy built for volatility, transition, and the next chapter of global change, we encourage you to learn more. Hedgeye Keith McCullough Watch the short video overview here:

Hedgeye Asset Management

13,766 Aufrufe • vor 6 Monaten

Meet Velu. He and his team have just introduced the world’s first suspension featuring DaVinci damping technology in the new Mahindra XUV 7XO As you can see, he can’t conceal his excitement to demonstrate it personally. Velu, or "Velu Guru” as we affectionately call him, started his journey in a government school in Namakkal, TN, before graduating from Anna University with a in Automotive Engineering. He joined us as a Junior Engineer and rose through the ranks to become Head of Technology & Product Development. Last year, he was appointed President of our Automotive Business. There are thousands more at Mahindra Research Valley & in our entire R&D team cast from the same mould. Homegrown engineers who are: Hungry to learn Hungry to lead Hungry to take on the world’s best. India is a talent factory. Which is why, in 1991, when global consultants suggested we "throw in the towel" as the economy opened up and global competitors were expected to write our obituary, we chose not to listen. We’re still here. We’re still learning. And we’re still driven to serve you with world-class technology. There’s much more to come… Velu and our Automotive Team are not just my #MondayMotivation but my constant inspiration
2:07

Meet Velu. He and his team have just introduced the world’s first suspension featuring DaVinci damping technology in the new Mahindra XUV 7XO As you can see, he can’t conceal his excitement to demonstrate it personally. Velu, or "Velu Guru” as we affectionately call him, started his journey in a government school in Namakkal, TN, before graduating from Anna University with a in Automotive Engineering. He joined us as a Junior Engineer and rose through the ranks to become Head of Technology & Product Development. Last year, he was appointed President of our Automotive Business. There are thousands more at Mahindra Research Valley & in our entire R&D team cast from the same mould. Homegrown engineers who are: Hungry to learn Hungry to lead Hungry to take on the world’s best. India is a talent factory. Which is why, in 1991, when global consultants suggested we "throw in the towel" as the economy opened up and global competitors were expected to write our obituary, we chose not to listen. We’re still here. We’re still learning. And we’re still driven to serve you with world-class technology. There’s much more to come… Velu and our Automotive Team are not just my #MondayMotivation but my constant inspiration

anand mahindra

461,863 Aufrufe • vor 7 Monaten