Insights

Access our latest insights & resources

Filters

Content Type: Research

Solar: Shining Through the Storm Clouds

Solar: Shining Through the Storm Clouds

Research, Fundamental
Despite tighter lending conditions, Solar seen in net positive light...
Read more
The Impact High Interest Rates Have on Residential and Nonresidential Construction

The Impact High Interest Rates Have on Residential and Nonresidential Construction

Research, Fundamental
Residential and non-residential construction bracing for high-rates...
Read more
Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe

Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe

Research, Legal
Discovery schedule set in DoJ’s ad tech antitrust case against Google
Read more
Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice

Coinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice

Research, Legal
Coinbase received a Wells Notice from SEC staff...
Read more
Deal Me In: The Exciting and Wacky World of Utility Mergers

Deal Me In: The Exciting and Wacky World of Utility Mergers

Research, Policy
Common risks and a brief history lesson associated with utility mergers...
Read more
Asia Foundries: Widening the Lead Is Easier Than Catching Up

Asia Foundries: Widening the Lead Is Easier Than Catching Up

Research, Fundamental
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
Read more
Advisory Committee’s Split Decision on Biogen’s Tofersen

Advisory Committee’s Split Decision on Biogen’s Tofersen

Research, Policy
We expect the FDA to grant accelerated approval of Biogen's (BIIB) ALS treatment...
Read more
ETF Inflows Signal Investors Caution as the U.S. Debt Ceiling Deadling Looms

ETF Inflows Signal Investors Caution as the U.S. Debt Ceiling Deadling Looms

ETF & Mutual Fund, Research
Gold ETFs have taken in $2.7 billion this year through...
Read more
U.S. Banks: All Eyes on Fed Bank Supervision

U.S. Banks: All Eyes on Fed Bank Supervision

Research, Fundamental
Banks face many headwinds in the eyes of investors and policymakers...
Read more
Mitigation Expectations for Medicare Advantage Rate Notice

Mitigation Expectations for Medicare Advantage Rate Notice

Research, Policy
Size of Medicare Advantage mitigation may be less than earlier expectations...
Read more