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2023 REIT Outlook: Strong Fundamentals Lead the Way
Research, Fundamental
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
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European Aerospace and Defense: Indirect Beneficiary of China Reopening
Research, Fundamental
Aerospace, Defense sectors to benefit from China re-opening...
Read moreENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
Research, Policy
Skilled nursing facilities face two key headwinds in ongoing recovery...
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Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery
Research, Fundamental
Packaged food companies to begin lapping price increased implemented over last year...
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Active vs. “Quasi-active” Smart Beta – U.S. ETF Developments to Watch in 2023 #4
ETF & Mutual Fund, Research
For ETF investors, 2022 was a year to forget.
Read moreIrish Privacy Ruling Portends Dark DMA Clouds
Research, Policy
Ominous and aggressive posture taken by EU as initial steps of the Digital Market Acts commence this year...
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Politicization of ETFs – U.S. ETF Developments to Watch in 2023: #3
ETF & Mutual Fund, Research
Indexed ETFs and mutual funds nearly double AUM between 2011 and 2021...
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Equity Market Structure Reform – Process and Hurdles
Research, Policy
SEC proposed equity market structure reforms would have big implications for brokers...
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Defined Outcome ETFs – U.S. ETF Developments to Watch in 2023 #2
ETF & Mutual Fund, Research
Defined outcome ETFs uniquely suited the investment zeitgeist of 2022.
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