Research

Our analysts, economists and strategists create timely, in-depth analysis of companies, industries, markets and economies. 

Their research yields some of the most respected thought leadership in equity and fixed-income investing. 

On this foundation, we collaborate and consult with our clients to better inform their investment decisions and identify opportunities across major asset classes and geographies.

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Our areas of focus

Macro
We analyze a wide range of markets, economies and asset-classes, looking at:

Economics—including forecasts on macroeconomics, foreign exchange rates and interest rates

Strategy—including market views, forecasts and recommendations for currencies, rates and energy


US Equity
Our US-based research covers equities in technology, healthcare, energy, REIT and consumer sectors.

Technology—semiconductors, enterprise/infrastructure software, internet and interactive gaming, hardware

Healthcare—biotechnology and diagnostic tools, specialty pharmaceuticals, healthcare services

Power and Electric Utilities

REITs

Consumer—restaurants and proteins

Contact us for access to our research libraries and third-party platforms, including Bloomberg, Thomson Reuters, Reuters, Factset, Capital IQ, TheMarkets.com and Zacks Investment Research.

Log in to our US Equity Research portal


Japanese Equity
Our extensive equity research covers all sectors of the Japanese marketplace, including autos and auto parts, banks, chemicals, computer and software, construction, consumer electronics, cross-sector, economics, electronics devices, energy, entertainment, financial services, fishery, agriculture and forestry, foods, glass and ceramics, healthcare, industrial electronics, information technology, insurance, machinery, media and internet, nonferrous metals, pharmaceuticals, precision instruments, printing, quants, real estate and housing, REIT, retail, semiconductor device production equipment, services, shipbuilding and plant, steel products, strategy, technical analysis, telecommunications, textiles and apparel, trading companies, transportation, utilities and wholesale.

Log in to our Japanese Equity Research portal


Asian Equity
Our regional equity research covers financials, technology, consumer/retail, metals/mining, internet and property sectors throughout Asia.

Foreign Exchange
Our FX research and analysis provides monthly reviews and forecasts for international markets and 14 different currencies. 

Latin America 
Our Latin America research team covers currencies, economies and interest rates.

 

Please see our disclosures regarding research.

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