Insights

Access our latest insights & resources

Filters
EMEA Luxury Goods: A Play for Recessionary Times

EMEA Luxury Goods: A Play for Recessionary Times

Fundamental, Research
EMEA luxury goods present opportunity in face of potential global recession...
Read more
Old Revenue Is New Again

Old Revenue Is New Again

Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
Read more
Health Care: MedTech Companies Poised for Widening Operating Margins

Health Care: MedTech Companies Poised for Widening Operating Margins

Fundamental, Research
Recent earnings calls point to supply chain improvements...
Read more
Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill

Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill

Legal, Research
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
Read more
2023 REIT Outlook: Strong Fundamentals Lead the Way

2023 REIT Outlook: Strong Fundamentals Lead the Way

Fundamental, Research
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
Read more
European Aerospace and Defense: Indirect Beneficiary of China Reopening

European Aerospace and Defense: Indirect Beneficiary of China Reopening

Fundamental, Research
Aerospace, Defense sectors to benefit from China re-opening...
Read more
ENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring

ENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring

Policy, Research
Skilled nursing facilities face two key headwinds in ongoing recovery...
Read more
Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery

Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery

Fundamental, Research
Packaged food companies to begin lapping price increased implemented over last year...
Read more
Active vs. “Quasi-active” Smart Beta –  U.S. ETF Developments to Watch in 2023 #4

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 more