Insights
Access our latest insights & resources
Content Type: Research
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...
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.
Read moreIrish Privacy Ruling Portends Dark DMA Clouds
Policy & Legal, Research
Ominous and aggressive posture taken by EU as initial steps of the Digital Market Acts commence this year...
Read morePoliticization of ETFs – U.S. ETF Developments to Watch in 2023: #3
ETF & Mutual Fund, Research
Indexed ETFs and mutual funds nearly double AUM between 2011 and 2021...
Read moreEquity Market Structure Reform – Process and Hurdles
Policy & Legal, Research
SEC proposed equity market structure reforms would have big implications for brokers...
Read moreDefined Outcome ETFs – U.S. ETF Developments to Watch in 2023 #2
ETF & Mutual Fund, Research
Defined outcome ETFs uniquely suited the investment zeitgeist of 2022.
Read moreUber Techs Inc. (UBER) Lyft, Inc. (LYFT) DoorDash, Inc. (DASH) Takeaways from Prop 22 Court of Appeal Hearing
Policy & Legal, Research
Takeaways from Prop 22 Court of Appeal Hearing
Read moreYearning for Yield: Utilities Sector Dividend Strategies in the Current Interest Rate Environment
Fundamental, Research
Income investors wonder where to turn in rising-rate, high-volatility market...
Read moreMutual Fund Conversions – U.S. ETF Developments to Watch in 2023: #1
ETF & Mutual Fund, Research
As ETFs turn 30, mutual fund managers continue to seek ways to capitalize on record flows...
Read moreActivision Blizzard Inc. (ATVI) Updated Views After FTC Lawsuit to Block
Policy & Legal, Research
FTC lawsuit, regulatory review of Microsoft acquisition, legal and policy changes to mobile gaming.
Read more