Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Research Type: Fundamental
Health Care REITs Poised for Healthy Returns
Fundamental, Video
The aging US population and increasing healthcare expenditures...
Read more
Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators
Fundamental, Research
As CPUs have undershot the pace of Moore’s Law...
Read more
Club Stores: Prepare for a New Era of Expansion
Fundamental, Research
Sam’s Club, Costco, and BJ’s Wholesale are ramping up the pace of new club..
Read moreClub Stores: Prepare for a New Era of Expansion
Fundamental, Video
Warehouse club stores see 6% compounded annual growth rate since 2007...
Read more
Solar: Shining Through the Storm Clouds
Fundamental, Research
Despite tighter lending conditions, Solar seen in net positive light...
Read more
The Impact High Interest Rates Have on Residential and Nonresidential Construction
Fundamental, Research
Residential and non-residential construction bracing for high-rates...
Read moreAsia Foundries: Widening the Lead Is Easier Than Catching Up
Fundamental, Research
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
Read more
U.S. Banks: All Eyes on Fed Bank Supervision
Fundamental, Research
Banks face many headwinds in the eyes of investors and policymakers...
Read more
Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook
Fundamental, Research
META to rebound from heavy job cuts in 2023...
Read more
European Pharma: Top Picks as Growth Slows; New Launches and Core Products are Key
Fundamental, Research
How European Pharma fared versus consensus estimates...
Read more