Insights
In-depth analysis of stocks across the market-cap spectrum.
Recent Equity Research Insights
Is a Fed Pivot in the Cards?
With the next Fed meeting still a few weeks away, we look at the recent messaging from Fed Chair Powell to decipher how they are trying to pull rate expectations higher and dissuade the market from prematurely pricing in a pivot.
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Will 2023 Be the Year of the Great Reveal?
While financial markets continue to make adjustments to future growth expectations, what will next year’s “great reveal” of earnings results unveil? See what three factors we will be keeping an eye on in 2023.
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ESG Insight: Exploring ESG Dynamics Within the Payments Industry
Environmental, social, and governance (ESG) has become a hot topic within both the political and investing world, yet it continues to gain traction as corporations and governments are allocating more resources to the cause.
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Brand Matters: Consumer Health and Wellness
We believe the consumer health and wellness market is attractive for industry participants and investors, whether those be venture capital seeding promising early-stage start-ups looking for proof of concept, private equity funding growth of midstage businesses looking to scale, and public market capital allocators looking to create value for shareholders.
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Payment Fraud: The Problem of Minimizing Fraud Costs and Boosting Sales
We believe the fraud management space will garner increasing corporate and investor focus in coming years and see the potential for multiple emerging players as longer-term winners in the space.
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HR Software Market to Benefit From the Evolving Work Environment
In our report we highlight seven themes in HR software and provide our conclusions as to the implications to our public HR software coverage.
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Snack to the Future
Snacking is becoming a more central feature of consumer eating habits and innovation is resulting in more healthful and functional options appealing to a wider range of consumers.
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Spotlight on the Next Major IT Labor Pool: Latin America
The rise of Latin American-centric outsourcing firms demonstrates the potential of this market and growing consensus around Latin America’s ability to help ease strains on the technology labor market.
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Defining the Distribution Tech Landscape
When looking at the rapidly emerging distribution tech sector, P&C insurance analyst Adam Klauber notes that, “Shifts in the distribution value chain are the main theme to understand and to watch over time.”
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