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 19 2019
CIO Series: Large European Manufacturer – All in on CRM, Embracing ZUO
Enterprise Software & Security
Jun 18 2019
A Canoe (-Shaped Recovery) and No Paddle
Semiconductors
Jun 18 2019
NXP Semiconductor
Semiconductors
Jun 18 2019
ASM International
Semiconductors
Jun 18 2019
Qualcomm
Semiconductors

Recent Events

Jun 14 2019
Conference Call with 3UK & Andrew Beale
Telecom Equipment
May 22 2019
Arete Senior Analyst Ideas Cocktail Event
Semiconductors
May 20 2019
Internet & Adtech Tour NYC
Internet & Retail
May 06 2019
Knowledge19 - NOW
Enterprise Software & Security
Mar 05 2019
RSA 2019
Enterprise Software & Security