Insights
Access our latest insights & resources
Research Type: Fundamental
Insurance: Can AI Improve Personal Lines Underwriting Profitability?
Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
Read more
U.S. Utilities – Cherry-picking Quality in an Underperforming Sector
Fundamental, Research
In a difficult market for utility stocks, we believe...
Read more
U.K. REITs Outlook for 2024
Fundamental, Research
U.K. REITs are expected to grow their FFO in 2024.
Read more
Amazon Q4 2023 Earnings Preview: Strong Sales and More Efficiencies
Fundamental, Research
Amazon.com (AMZN) will announce Q4 2023 results on Feb 1, 2024.
Read more
Life Science Tools and Services Q4 Earnings Preview: Low Visibility for Most in the Near Term
Fundamental, Research
LSTS companies in the US will report their Q4 2023 earnings...
Read more
Movies & Entertainment: Prisoner’s Dilemma
Fundamental, Research
The shift from traditional networks to video streaming has been risky...
Read more
META Platforms Q4 Preview – China and AI Supporting Ad Spend
Fundamental, Research
META Platforms Inc. (META) will release its Q4 2023 financial results...
Read more
Lithium: Truly an Oversupplied Market in 2024?
Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
Read more
European Banks: Tougher 2024 Amid Easing Interest Rate Tailwind
Fundamental, Research
European banks are expected to perform well in Q4 2023 due...
Read moreAlphabet Dec-Q Preview – Will Cloud Growth Stabilize After Disappointing in Q3?
Fundamental, Research
Alphabet Inc. (GOOGL) will release Q4 results on January 30...
Read more