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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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Vertiv: A Pick-and-Shovel Play on Generative AI
Fundamental, Research
We rate Vertiv Holdings Co (VRT) Strong Buy and see its shares rising...
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European Pharma: Growth Picks Up as Comparison Base Gets Easier
Fundamental, Research
We forecast sector revenue and core EPS to grow by 6.3% and 6.2% in 2024, respectively...
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Lowry Weekly Industry Group Commentary: February 22, 2024
Research, Technical
We can make money by focusing on "soft-wear" instead of "hardware".
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