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Solutions
- Research Type
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Public Policy ResearchIdentify opportunity and risks driven by public policy.
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  - Legal ResearchReal-time insights on legal themes, cases, and regulatory events.
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  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
  - Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
  - Individual InvestorsSelf-directed individual investors
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Research Type: Policy

[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

Research, Policy

The House Education and Workforce Committee markup of four healthcare bills and the reported...

A Brief Assessment of Vistra/Energy Harbor

A Brief Assessment of Vistra/Energy Harbor

Research, Policy

We believe that the odds favor Vistra (VST) receiving FERC approval...

(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

Research, Policy

While it’s hard to keep all the EU’s anti-Big Tech activities straight...

Oil & Gas: What to Watch in July

Oil & Gas: What to Watch in July

Research, Policy

In July we check in on court case proceedings regarding Enbridge’s (ENB) Line 5...

Spring 2023 Regulatory Agenda: Financial Highlights

Spring 2023 Regulatory Agenda: Financial Highlights

Research, Policy

The Biden administration released its latest semiannual regulatory agenda...

Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Research, Policy

We remain skeptical the Securities and Exchange Commission (SEC) will announce...

Oil & Gas: What to Watch in May

Oil & Gas: What to Watch in May

Research, Policy

In May we take a look at biofuels and the outlook for oil & gas mergers...

[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

Research, Policy

The FTC is proposing to ban Meta Platforms (META) from monetizing data...

IRA Update: Odds of Near-Term Changes Low

IRA Update: Odds of Near-Term Changes Low

Research, Policy

Odds of material changes to IRA before 2025 remain small...

[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

Research, Policy

Ninth Circuit Court of Appeals’ decision to largely uphold the...