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Category: research Research
Utilities: Time to play defense
Utilities have long been a defensive investment option in troubled times, which has certainly held true this year. Senior Electric Utilities analyst Anthony Crowdell discusses the factors contributing to the sector’s outperformance and the companies with higher growth potential.
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Category: research Research
CROs poised to grow despite shift in biotech funding
After reaching historically-high multiples in 2021, a shift in biotech funding is raising doubts about the industry’s growth prospects. Investors are overlooking positive signs, argues Ann Hynes, Senior US Healthcare Equity Research Analyst.
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Category: research Research
The industrial landscape: Challenges and opportunities as the sector weathers supply chain and inflation pressures
Investors might be wary about the industrial sector after two years of unprecedented supply chain disruptions and record cost inflation, but the landscape is slowly improving. Senior US Industrials Analyst Brett Linzey looks at the current state of the market and examines longer-term secular trends.
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Category: research Research
Why 2022 is expected to be the year of the customer data platform
Digital advertising and social media have given marketers unprecedented ways to collect customer data, and develop personalized campaigns. But as Senior Software Analyst Siti Panigrahi explains, that data-driven model is under threat.
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Category: research Research
Energy infrastructure and natural gas companies look toward the renewable energy future
After a long period of investment in shale oil and gas, energy infrastructure and natural gas companies are eyeing growth from renewable energy. Mizuho Equity Research Analyst Gabriel Moreen explains how companies are greening their operations and signaling their commitment to sustainability in a changing energy landscape.
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Category: research Research
REITs show strength in the post-pandemic recovery
One sector that bore the brunt of the move toward social distancing and remote work was real estate, but since the emergence of COVID vaccines and the broad economic reopening, the market has largely stabilized. Senior Equity Research Analyst Haendel St. Juste explains why REITs still hold appeal for investors, and why not all subsectors are enjoying the same rebound.
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Category: research Research
Cybersecurity innovations to protect the work-from-anywhere economy
Faced with growing threats, organizations need next-generation security options that can keep pace with hackers’ evolving capabilities. Equity Research Analyst Gregg Moskowitz looks at how cybersecurity vendors are rising to the challenge by developing innovative solutions.
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Category: research Research
Investment Opportunities Multiply as the Shift to Electric and Self-Driving Vehicles Accelerates
The global push toward electric vehicles is coming from all angles, and for investors, this auto industry transformation presents a broad swath of opportunities. Senior Equity Research Analyst Vijay Rakesh looks at the factors shaping the EV and autonomous driving market.
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Category: research Research
A Blockbuster Drug, an Innovative Business Model and New Treatments Could Fuel Growth in the Biotech Industry
For investors who have long viewed biotechnology stocks as one of the best sources of long-term growth, new, potential breakthroughs could make the sector even more compelling. Senior Biotechnology Equity Research Analyst Salim Syed looks at three key developments that could help propel the sector for years to come.