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Japan Field Trip: One of the Most Compelling Opportunities in Global Equities

Best-positioned sectors, top stock ideas, and a full Japanese equity basket from our analyst in Japan.
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Aurelion Memos

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Portfolio Update
Improved portfolio, performance update, and how we find attractive risk/reward opportunities through thematic & bottom-up investing
 • Aurelion Research
Welcome - Start Here
A short read to get to know what we do.
 • Aurelion Research
The Aurelion Index Is Now Live on Plutus
Our actively managed global equity strategy can now be replicated in real time within your brokerage account.
 • Aurelion Research

Thematic Equity

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Japan Field Trip: One of the Most Compelling Opportunities in Global Equities
Best-positioned sectors, top stock ideas, and a full Japanese equity basket from our analyst in Japan.
 • Aurelion Research
Special Article: SpaceX, OpenAI, and Anthropic IPOs
Analyzing upcoming IPOs, whether their valuations are attractive, and the implications for global markets.
 • Aurelion Research
Bottleneck Opportunity in a New Healthcare Era
An emerging investment theme in clinical research, attractive near-term sector dynamics, and a new stock addition.
 • Aurelion Research

Company Research

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Complete Portfolio Review
Updating every company in the Aurelion Index, including our recent management discussions, revised price targets, and forward outlooks.
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New Stock: Riding China's Chip Revolution
U.S. export controls just created a clear AI trade in semiconductors.
 • Aurelion Research
What Q1 Told Us About Our Insurance Companies
Breaking Down Q1 2026 for the Two Insurance Companies in the Aurelion Index.
 • Aurelion Research

Commodity Research

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The Next Inflection in Crude Oil: When Will the Hormuz Bottleneck Break?
Navigating the Volatile Balance of Geopolitics and Global Oil Inventories.
 • Aurelion Research
2026 Shipping Primer: The Trade of the Year
Field research, industry leader interviews, and our full playbook to understand and benefit from the trade
 • Aurelion Research
Don’t Fall for the Oil Bulls
We believe the current cycle of demand destruction in oil markets creates a natural ceiling, limiting how long prices can remain elevated.
 • Aurelion Research
Aurelion Research
Aurelion Research
Independent research on global equities and commodities. Our commitment: deliver quality stock ideas and keep you ahead of the market. Aurelion Index +114% since July 2025.
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Aurelion Research

Independent research on global equities and commodities. Our commitment: deliver quality stock ideas and keep you ahead of the market. Aurelion Index +114% since July 2025.
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