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Research Type: Fundamental
Insurance Implications from the Canadian Wildfires
Research, Fundamental
Insured losses from the wildfires burning in many provinces in Canada...
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Sector Watch: The Bull is Back
Research, Fundamental
Insurance business models have undergone a sea change...
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Sector Watch: Hike, Skip, and a Jump
Research, Fundamental
Last week’s market action was influenced by at least three factors...
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Multi-Line Insurers Deserve a Closer Look
Research, Fundamental
Insurance business models have undergone a sea change...
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European Health Care Equipment & Services: Receding Headwinds
Research, Fundamental
We see easing headwinds for the European Health Care Equipment & Services industry...
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Sector Watch: Agreement Announced but Not Approved
Research, Fundamental
Congressional staffers probably didn’t get to the beach over the Memorial Day weekend...
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U.S. Banks: What Lurks in the Shadows?
Video, Fundamental
The U.S. banking industry may face risks in the upcoming months.
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Revvity: Revitalized for Stronger Growth
Research, Fundamental
Rebranded as Revvity, it aims at becoming a high growth, high margin firm...
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Homebuilders: Gauging the Wind Under the Speculative Build Strategy
Research, Fundamental
Despite high home prices, elevated interest rates, and low...
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Walmart Isn’t Happy with Packaged Food Companies
Research, Fundamental
Walmart has recently voiced its concern over...
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