June 2024 Research Update:
Fixed Income Opportunities

Talking Shop: Volume XIV

For much of the last few decades, the world of bonds and other fixed income instruments has largely been a story of slow and steady…

May 2024 Research Update:
Customer Conferences & Travel Trends

Talking Shop: Volume XIII

As Research Analysts, we often perform due diligence on companies in the office reading through stacks of transcripts and filings. However, we feel it is…

November 2023 Research Update:
The Magnificent 7 & GLP-1s

Talking Shop: Volume XI

Equity markets—led by the “Magnificent 7” mega-cap tech stocks—have enjoyed a blistering 2023. But as the S&P 500 has become incredibly top-heavy due to the…

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