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EMEA Luxury Goods: A Play for Recessionary Times
Fundamental, Research
EMEA luxury goods present opportunity in face of potential global recession...
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Old Revenue Is New Again
Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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Health Care: MedTech Companies Poised for Widening Operating Margins
Fundamental, Research
Recent earnings calls point to supply chain improvements...
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Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Policy & Legal, Research
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
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2023 REIT Outlook: Strong Fundamentals Lead the Way
Fundamental, Research
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
Fundamental, Research
Aerospace, Defense sectors to benefit from China re-opening...
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ENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
Policy & Legal, Research
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
Fundamental, Research
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.
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