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Financial & Policy Research Insights
Sector: Financials
Visa & Mastercard: Durable and Benefiting from Secular Tailwinds
Fundamental, Research
Visa (V) and Mastercard (MA) are world-class companies that enjoy double-digit revenue...
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Heightened Geopolitical and Climate Risks Set to Buoy Reinsurance Demand in 2024
Fundamental, Research
Reinsurance stocks have outperformed the financial sector so far in 2023, rising 13.2%...
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Bond Bounce
ETF & Mutual Fund, Research
Things now appear to be going “right” for stock and bond investors.
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Super-Regional Banks: Q3 Earnings Preview
Fundamental, Research
Super-Regional banks will likely face a tough third quarter...
Read moreGlobal U.S. Banks: Q3 2023 Earnings Preview
Fundamental, Research
Global U.S. banks may see weaker third quarter earnings comps, with...
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U.K. REITs: We Upgrade Our Outlook to Neutral
Fundamental, Research
The Bank of England (BOE) has paused raising its key interest rate...
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CoStar Group Inc.: Initiating on a Leading Real Estate Services Provider
Fundamental, Research
CoStar Group Inc. (CSGP) is the premier research database...
Read moreCredit Card Issuers: Looking Past the Negative Headlines
Fundamental, Research
Even though credit card debt has reached an all-time high of $1 trillion...
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Insurance: Implications from Hurricane Idalia
Fundamental, Research
Hurricane Idalia made landfall on Florida’s west coast on Wednesday, August 30...
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Lowry Market Compass Week of August 7, 2023
Research, Technical
Short-term pullback may have begun last week, but longer-term...
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