Insights

Access our latest insights & resources

Filters

Research Type: Fundamental

U.S. Utilities – Cherry-picking Quality in an Underperforming Sector

U.S. Utilities – Cherry-picking Quality in an Underperforming Sector

Research, Fundamental
In a difficult market for utility stocks, we believe...
Read more
U.K. REITs Outlook for 2024

U.K. REITs Outlook for 2024

Research, Fundamental
U.K. REITs are expected to grow their FFO in 2024.
Read more
Amazon Q4 2023 Earnings Preview: Strong Sales and More Efficiencies

Amazon Q4 2023 Earnings Preview: Strong Sales and More Efficiencies

Research, Fundamental
Amazon.com (AMZN) will announce Q4 2023 results on Feb 1, 2024.
Read more
Life Science Tools and Services Q4 Earnings Preview: Low Visibility for Most in the Near Term

Life Science Tools and Services Q4 Earnings Preview: Low Visibility for Most in the Near Term

Research, Fundamental
LSTS companies in the US will report their Q4 2023 earnings...
Read more
Movies & Entertainment: Prisoner’s Dilemma

Movies & Entertainment: Prisoner’s Dilemma

Research, Fundamental
The shift from traditional networks to video streaming has been risky...
Read more
META Platforms Q4 Preview – China and AI Supporting Ad Spend

META Platforms Q4 Preview – China and AI Supporting Ad Spend

Research, Fundamental
META Platforms Inc. (META) will release its Q4 2023 financial results...
Read more
Lithium: Truly an Oversupplied Market in 2024?

Lithium: Truly an Oversupplied Market in 2024?

Research, Fundamental
Insurance companies are struggling with unprofitability due to high claim...
Read more
European Banks: Tougher 2024 Amid Easing Interest Rate Tailwind

European Banks: Tougher 2024 Amid Easing Interest Rate Tailwind

Research, Fundamental
European banks are expected to perform well in Q4 2023 due...
Read more
Alphabet Dec-Q Preview – Will Cloud Growth Stabilize After Disappointing in Q3?

Alphabet Dec-Q Preview – Will Cloud Growth Stabilize After Disappointing in Q3?

Research, Fundamental
Alphabet Inc. (GOOGL) will release Q4 results on January 30...
Read more
Holiday Sales Expectations for Retailers (ex. Auto)

Holiday Sales Expectations for Retailers (ex. Auto)

Research, Fundamental
During the holiday season, e-commerce or non-store retail...
Read more