Insights

In-depth analysis of stocks across the market-cap spectrum.

Our research analysts offer in-depth analysis of stocks across the market-cap spectrum, albeit with a particular focus on small- and midcap companies. We strive to identify best-of-breed companies that have promising long-term outlooks with attractive, sustainable earnings growth rates.

Recent Equity Research Insights

Friday, March 27, 2026

Economics Weekly: Yet Another “Temporary” Price Shock

Policymakers often "fight the last war." This Economics Weekly explores how central banks and fiscal teams now pivot toward targeted, aggressive inflation control.
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Thursday, March 26, 2026

The “Software Apocalypse” Narrative: Fact or Fiction?

Shares of mega-cap software companies recently fell amid fears that agentic AI could replace them entirely. Here’s why those concerns may be overblown and how to spot the real AI winners.
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Wednesday, March 25, 2026

Why Industry-Specific AI Wins Where General Models Fall Short

Generalist AI grabs headlines—but vertical AI captures value. The next generation of durable software platforms will be built on domain expertise, proprietary data, and deeply embedded workflows.
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Wednesday, March 25, 2026

The Urgent Case for Electrical Grid Modernization

In an era of multipolar competition, energy is vital to security. The U.S. grid faces rising demand, policy distortions, and declining dispatchable capacity.
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Monday, March 23, 2026

AI Workloads and the Rising Complexity of Data Center Operations

As AI workloads push data centers to their limits, rising complexity is creating powerful, long-term opportunities for infrastructure service providers.
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Friday, March 20, 2026

The Multi-Billion Dollar Price Tag of U.S. Rare Earth Independence

As geopolitical risks rise, the U.S. is pouring capital into building a domestic rare earth supply chain—an effort with massive costs, tight timelines, and significant investment implications.
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Friday, March 20, 2026

Economics Weekly: Wobbles in Private Debt Market

One topic we have increasingly been receiving questions on over the last few weeks has been private credit, and in this Economics Weekly, we address concerns about whether recent emerging issues in the space pose a systemic threat to the banking system and the wider economy.
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Tuesday, March 17, 2026

How Continuous Glucose Monitoring Could Expand, Reaching Millions More People with Type 2 Diabetes

A largely untapped type 2 diabetes population could reshape the future of continuous glucose monitoring, creating a $4 billion opportunity.
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Friday, March 13, 2026

Economics Weekly: Inflation Regime Shifts and the Return of Quality GARP Investing

In this Economics Weekly, Richard de Chazal lays out the details of what we think this new inflation regime will mean for investors.
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