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Content Type: Research
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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Copper: Bullish Outlook Improves as Supply Tightens
Fundamental, Research
Global copper demand is strong and should accelerate throughout the decade from electric vehicles (EVs) and renewables.
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Investment Banks: Cleared for Takeoff in 2024
Fundamental, Research
We see investment banks outperforming in 2024, with a recovery in capital market activity underway.
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Asia Semi Foundry: Diverging Long-Term Outlook Within the Industry
Fundamental, Research
The semiconductor industry has recovered well after the 2022- 2023 downturn.
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Maersk: Sailor Takes Warning Despite Soaring Rates
Fundamental, Research
Recent disruptions in the Red Sea and vessel-restricting Panama Canal...
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