Research & Strategy

Our Consumer Research team analyzes changing consumer trends and the evolving market environment by examining consumer behaviors, economic conditions, and how companies adapt to stay competitive. Our goal is to help clients evaluate company performance and identify the forward looking trends driving shareholder returns.

• Retail
• Restaurants
• Homebuilding

Our Energy and Infrastructure Research team provides clients with detailed equity research by analyzing the equipment, operations, and technology driving energy markets today and into the future. Our analysts unlock important insights across traditional and alternative energy sources, maritime transportation, the electric vehicle market, and other key infrastructure supporting these sectors.

• Energy Transition
• EV
• Exploration
• Production
• Pipelines
• LNG
• Alternative Energy Sources

Our Financials Research Team provides clients with key insights across the payments and lending ecosystems impacting both consumers and institutions around the globe. Covering established and disruptive companies in fintech, mortgage, and specialty finance, our team helps generate ideas for clients to make well-informed investment decisions. Our goal is to evaluate and track forward looking trends to best assess the opportunities and leaders in these industries over time.

• Fintech
• Mortgage
• Specialty Finance

Our Healthcare Research team is wide-reaching by providing detailed equity research on companies across areas of biotechnology therapeutics, medical technology, life science tools, diagnostics, and other healthcare technologies. The analysts on our team have backgrounds in surgical practice, hospital management, business development and buy-side research. Our methodology is central to our approach, supplemented by physician interactions, clinical data analysis, and catalyst tracking. The platform focuses on exploring emerging innovations and technologies, regulatory impacts, and commercialization efforts across healthcare verticals to best inform investors.

• Biotechnology
• Digital Health
• Healthcare IT
• Life Science and Diagnostic Tools
• Medical Technology

Our Industrials Research team offers comprehensive and actionable insights across aerospace and defense verticals. The research approach is dedicated to tracking awarded contracts, monitoring geopolitical developments, and analyzing the impacts across industry participants as well as government branches. With a focus on emerging aerospace and defense technologies, commercial materials suppliers, and other government services, our goal is to guide investors to best position themselves around these evolving opportunities.

• Aerospace & Defense

Our Real Estate Research team leverages its extensive knowledge and industry experience to assist institutional investors in navigating the US commercial and residential real estate markets. By leveraging data analysis and monitoring economic trends and Washington policy, the team is able to deliver leading views that impact investors, corporations, and other market participants across the real estate sector. Connecting insights across the real estate ecosystem is the goal of the franchise as they cover developments across mortgage finance, REITs, homebuilding, real estate brokerage, and other key verticals.

Our Technology, Media and Telecommunications (TMT) Research Analysts provide actionable insights and tracking on established and growing companies that are impacting sectors driving the global economy today. Across software, infrastructure, digital services, and other strategic opportunities, the team offers investors unique perspectives on the sector as they analyze user tendencies and technology purchasing trends. Technology innovation continues to be a key focus from investors involved at all stages of a company’s lifecycle, and our goal is to guide participants to best position themselves around these evolving opportunities.

• Cloud Data
• Infrastructure
• Technology
• Digital Services
• e-Commerce
• Software