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

Jun 21 2018
Display (OLED/LCD) Outlook: Cutting Estimates
Digital Consumer
Jun 21 2018
Memory: Cycles, Asia Trip Feedback and 2019
Jun 20 2018
CIO Series: An Example of How Far ServiceNow Can Expand Its Footprint
Enterprise Software & Security
Jun 19 2018
CIO Series: Satellite Company on CyberSecurity
Enterprise Software & Security
Jun 19 2018
Tencent: Investments Continue in China’s OS
Internet & Retail

Recent Events

Jun 14 2018
Semis Asia Tour
Jun 05 2018
SAP Sapphire 2018
Enterprise Software & Security
May 29 2018
Internet & AdTech Trip
Internet & Retail
May 22 2018
West Coast Semis Trip
Feb 26 2018
Mobile World Congress
Telecom Equipment