What We Do

Arete provides unbiased research, free of conflicts of interest from corporate advisory work and proprietary trading. We cover over 100 stocks globally, and track hundreds more, in all fields of technology, telecoms and alternative energy. Our views are supported by in-depth analysis of industry participants, reinforced by extensive fieldwork. We are passionate about the importance of high quality independent research that provides clients with actionable ideas, and identifies key investment themes and trends across our fields of inquiry.

As a matter of principle, Arete never receives any form of compensation from the companies we analyse, nor are we conflicted by the dynamics of trading desks. Our sole purpose is to help investors better understand the complex dynamics of the sectors we cover. We aim for nothing less than the best research product in the market, and over 15 years, our clients have recognised the value and distinct advantage that our independent views bring to their investment decisions.

 

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Our product comprises:

  • Arete Best Ideas
  • Stock specific research
  • Detailed supporting models
  • Global thematic reports
  • CIO, CTO and CDO insights and perspectives
  • Market trend data and analysis
  • In-depth discussions with analyst teams
  • Arete Access

Recent Research

Apr 23 2018
Vodafone
Telecom Operators
Apr 23 2018
Vodafone: In Defence of the Dividend
Telecom Operators
Apr 23 2018
Fortinet
Enterprise Software & Security
Apr 23 2018
GDPR: “Ad”justment, Not Armageddon
Internet & Retail
Apr 20 2018
Sky: 3Q Results – Caveat Emptor
Cable, Satellite & Media

Recent Events

Feb 26 2018
Mobile World Congress
Telecom Equipment
Jan 09 2018
CES 2018
Semiconductors
Nov 28 2017
AWS re:Invent
Enterprise Software & Security
Oct 03 2017
Oracle Open World 2017
Enterprise Software & Security
Feb 22 2016
Mobile World Congress
Internet & Retail