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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...
Read moreOld Revenue Is New Again
Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
Read moreHealth Care: MedTech Companies Poised for Widening Operating Margins
Fundamental, Research
Recent earnings calls point to supply chain improvements...
Read moreJohnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Policy & Legal, Research
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
Read more2023 REIT Outlook: Strong Fundamentals Lead the Way
Fundamental, Research
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
Read moreEuropean Aerospace and Defense: Indirect Beneficiary of China Reopening
Fundamental, Research
Aerospace, Defense sectors to benefit from China re-opening...
Read moreENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
Policy & Legal, Research
Skilled nursing facilities face two key headwinds in ongoing recovery...
Read morePackaged 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 moreActive 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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