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Content Type: Research
European Utilities: Navigating Through High Interest Rates
Fundamental, Research
We anticipate that European utilities' value will decline due to a high interest...
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Lowry Weekly Industry Group Commentary: March 14, 2024
Research, Technical
Investors have been primarily focusing on the fluctuation of mega-cap Tech stocks, with NVIDIA
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Lowry Mid-Week Commentary: March 13, 2024
Research, Technical
The stock market has shown signs of expanding demand, particularly for mid-cap stocks...
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Software: Observability Solutions Critical to Enterprise Digital Business Success
Fundamental, Research
Observability in IT Operations Management is essential for business...
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State of Apparel Retail
Fundamental, Research
Off-price retail continues to perform well in this environment where...
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Large U.S. Pharmaceuticals: Is M&A the Remedy for Looming Risks Ahead?
Fundamental, Research
Despite the high interest rate environment during 2023, M&A activity in the health care industry...
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European Materials: Unlocking the Value in North America
Fundamental, Research
Holcim intends to spin off its U.S. business, which currently represents about...
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Alternative Asset Management: Light Up Dry Powder
Fundamental, Research
Alternative asset management (ALT) firms are not resting on their laurels and are acting to gain more wallet share.
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Sector Watch: Tiny Bubbles
Fundamental, Research
The S&P 500 has gained around 25% since its low on October 27, 2023, until the high...
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Telecommunications: Will 2024 Be the Year 5G Begins to Actually Pay Off?
Fundamental, Research
While wireless companies have spent hundreds of billions on 5G network deployment...
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