Commentary & Research
Monday Morning Memo: 2022 – Full Steam Ahead or is a Crisis Looming on the Horizon?
The European fund industry can look back on a quite successful year in 2021 since the ...
U.S. Retail Q4 2021 Holiday Sales and 2022 Outlook
Due to inflation, several retailers are already dealing with higher cost of goods and ...
Breakingviews: Private equity will be potent Hollywood antihero
Buyout barons want to become kings of content too. Blackstone’s acquisition of two ...
This Week in Earnings 21Q3 | Dec. 23
Last Update: Dec. 23, 2021 To download the full This Week in Earnings report ...
TSX Earnings Scorecard | Dec. 23
Last Update: Dec. 23, 2021 Download the full TSX Composite Earnings Scorecard report ...
A Look at Sector Performance Around Inflation Peaks
In our 2021Q3 earnings review piece (here) we noted the strong uptick in the numbers of ...
STOXX 600 Earnings Outlook | December 21
Last Update: Dec 21, 2021 Download the full report here. STOXX 600: Q3 2021 Earnings ...
UK Equity Funds: Triumph of the Minnows?
Using the Lipper Leaders scoring system to analyse the best performing funds in the IA UK ...
Breakingviews: Reddit float feeds on meme stock craze
The meme stock craze has inflated the values of companies like GameStop and AMC ...
Breakingviews: Centene CEO defenestration will create value
Bosses that have had an excellent run can be hard to evict when they overstay their ...
Monday Morning Memo: European Fund Flow Trends, November 2021
European investors were in general further in a risk-on mode over the course of November ...
A Preview of 2021 Lipper Fund Flows
Year-to-date flows into equity funds (including both conventional funds and ETFs) through ...
Charts
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News in Charts: Currency crisis in Turkey, preventable or intentional? -
Chart of the Week: New COVID variant poses challenges to policymakers -
News in Charts: China’s house of cards -
Chart of the Week: China’s massive housing glut grows -
News in Charts: Credibility stretched?
Webcasts & Podcasts
Popular Posts
S&P 500 Earnings Dashboard 21Q3 | Dec. 17
Last Update: December 17, 2021 Click here to view the full report. Please note: if you ...
STOXX 600 Earnings Outlook | December 21
Last Update: Dec 21, 2021 Download the full report here. STOXX 600: Q3 2021 Earnings ...
TSX Earnings Scorecard | Dec. 23
Last Update: Dec. 23, 2021 Download the full TSX Composite Earnings Scorecard report ...
This Week in Earnings 21Q3 | Dec. 23
Last Update: Dec. 23, 2021 To download the full This Week in Earnings report ...
Weekly Aggregates Report | Dec. 3
Last Update: Dec. 3, 2021 To download the full Weekly Aggregates report click ...
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