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Investment research

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  • Tuesday, 19 September, 2023
    Rosie Carr
    Give retail investors fair access to stock research

    Better information for savers can boost investment and revive London market

    City of London skyline
  • Saturday, 16 September, 2023
    On Wall StreetAlan Livsey
    What comes next after the Mifid II ‘reverse ferret’ on research

    Wrangles loom between fund managers and their clients over who pays for the costs

  • Friday, 14 July, 2023
    Brokers sceptical of research renaissance after Mifid rollback

    U-turn by UK and EU may not be enough to convince investors to increase research spending

  • Thursday, 13 July, 2023
    Camilla Palladino
    It is in the UK’s interest to treat investment research as a public good

    The declining volume and quality of analyst coverage should carry some of the blame for the City’s problems

  • Monday, 10 July, 2023
    Brooke Masters
    The days of the rock star research analyst are long gone

    Customers want value for money and rolling back transparency reforms will not change that

  • Wednesday, 14 June, 2023
    Ben Caldecott
    Academic freedom in ESG research is under threat

    Financial institutions and data providers should not be able to prevent important studies from being published

    Aerial view of a university library with one person standing between the shelves, reading a book
  • Saturday, 10 June, 2023
    On Wall StreetJennifer Hughes
    US banks still scrambling to meet Mifid challenge

    Complaints about EU extraterritoriality draw ironic complaints

    People pass by the NYSE
  • Tuesday, 23 May, 2023
    Markets InsightRobert Buckland
    In defence of the sellside analyst

    It is hard to justify this research as a revenue generator nowadays — it is more likely a marketing expense

    New York State attorney-general Eliot Spitzer
  • Friday, 12 May, 2023
    US & Canadian companies
    Why equity research fails over and over (and isn’t coming back)

    Sellside tales of woe

  • Tuesday, 9 May, 2023
    Research unbundling in the Age Of Content

    The Substack model of sellside research

  • Friday, 28 April, 2023
    Financial & markets regulation
    Spitzer’s research settlement at 20

    Did the Sheriff of Wall Street clean up equity research or create a new mess?

  • Friday, 14 April, 2023
    Bernstein’s little black book

    No, not *that* kind of black book

  • Tuesday, 11 April, 2023
    Unhedged
    The spring in Wall Street’s step isn’t justified Premium content

    And whether research and trading payments should be split, à la Mifid

    A woman rides a bicycle past a Microsoft, sign on the company’s main campus in Redmond, Washington
  • Monday, 10 April, 2023
    Mifid
    Wall St struggles to meet Mifid rules as waiver comes to an end

    SEC shrugs off calls for longer exemption on changes governing investment research

    A montage of the EU flag fading into the US flag
  • Thursday, 23 March, 2023
    Daniel Thomas
    Ditching Mifid research rules will help London market but is no panacea

    Unwinding rules on the cost of research should be part of a package of broader reforms

    Skyscrapers in the City of London financial district
  • Tuesday, 21 March, 2023
    Why your financial conditions index sucks

    Bye-bye, misleading FCI

  • Wednesday, 14 December, 2022
    ChatGPT vs The Sellside

    “ChatGPT can probably already write the routine earnings preview and review as well as many sellside analysts”

  • Friday, 9 December, 2022
    Societe Generale
    SocGen bets big on equity research with AllianceBernstein deal

    Joint venture underlines the deepening challenge facing both the US asset manager and French bank

    Societe Generale sign outside bank’s headquarters in Paris
  • Tuesday, 22 November, 2022
    Lex
    SocGen/Bernstein: research tie-up highlights struggle for independents Premium content

    Trend towards consolidation with larger banks likely to continue

    The logo of the French bank Société Générale
  • Tuesday, 22 November, 2022
    European companies
    Sellside toil and trouble

    Another big indy research outfit throws in the towel

  • Tuesday, 4 October, 2022
    Listen to analysts, not management

    Sometimes it really is a great quarter guys!

  • Tuesday, 9 August, 2022
    Equities
    Bad news: analysts are ecstatic again

    Nearly everywhere and for nearly everything, sellside optimism’s back at pre-crash levels, warns Citigroup

  • Monday, 16 May, 2022
    Chinese business & finance
    JPMorgan upgrades Chinese stocks recently deemed ‘uninvestable’

    Researchers take rosier view of internet companies just months after bearish call

    JPMorgan sign on a building
  • Saturday, 19 March, 2022
    On Wall StreetAlan Livsey
    Boom in ESG ratings leaves trail of confusion

    With so many providers and methods, it can be difficult to draw meaning from rankings

    A protest at the COP26 climate change conference in Glasgow last year
  • Thursday, 10 February, 2022
    Morningstar Inc
    Morningstar cuts 1,200 funds from ‘sustainable’ list

    Data provider dropped products with combined $1.4tn in assets after finding ‘ambiguous language’ in legal filings

    A park of solar panels and wind turbines
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