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Research Type: Fundamental
What a Fed Rate Pause (Or Cut) Might Mean for U.S. Utilities
Fundamental, Research
We anticipate the Federal Reserve is near the end of its current...
Read moreAnalyst Video: PNC: King of the Super-Regional Banks
Fundamental, Video
Broadline retailers are at the forefront of the retail industry...
Read moreSector Watch: Digestion
Fundamental, Research
Year to date (YTD) through July 3, the S&P 500 jumped 16%, accompanied by...
Read moreReal Estate/REITs: The Power of Sub-Industry Selection
Fundamental, Research
We think investors can find attractive investment opportunities..
Read moreU.K. REITs: Assessing the Impact of Interest Rate Hike
Fundamental, Research
U.K. REITs have underperformed in the equity market...
Read moreLarge U.S. Banks: Second Quarter 2023 Earnings Preview
Fundamental, Research
Large U.S. Banks: Second Quarter 2023 Earnings Preview
Read moreOil & Gas E&P: The Best Stewards of Capital Among the Crude Oil Names
Fundamental, Research
Oil & gas producers have filed their 2022 annual reports...
Read moreGenerative AI Outlook
Fundamental, Video
Generative AI has experienced unprecedented popularity...
Read morePNC: King of the Super-Regional Banks
Fundamental, Research
We believe PNC’s highly diversified business model...
Read moreSector Watch: Q2 2023 EPS Outlook
Fundamental, Research
The second quarter 2023 earnings reporting period is about to get underway.
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