Insights

In-depth analysis of stocks across the market-cap spectrum.

Our research analysts offer in-depth analysis of stocks across the market-cap spectrum, albeit with a particular focus on small- and midcap companies. We strive to identify best-of-breed companies that have promising long-term outlooks with attractive, sustainable earnings growth rates.

Recent Equity Research Insights

Tuesday, September 15, 2026

Moving Continues Driving Big Home Upgrade Decisions

Homeowners planning to move are far more likely to renovate, particularly for larger, higher-value projects.
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Monday, September 14, 2026

How Technology Is Reshaping the Client Experience in Insurance Brokerage

Technology is changing what clients expect from insurance brokers, creating faster service, smarter insights, and seamless digital access essential to retention.
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Friday, September 11, 2026

Why Now Could Be the Time to Revisit Consumer Packaged Goods Stocks

Valuations are compressed, sentiment is weak, and catalysts are building. Could consumer packaged goods stocks be ready for a comeback?
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Friday, September 11, 2026

Economics Weekly: Record Margins, the AI Capex Cycle, and the Warning Signs to Monitor

In this Economics Weekly, Richard de Chazal examines the quality of today’s earnings, assesses where we are in the AI capex cycle, and identifies the signals that would suggest the recovery is becoming more fragile.
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Thursday, September 10, 2026

GLP-1s and Fitness Clubs: The Structural Case for a Larger Market

The rise of GLP-1 users could create a larger market for fitness clubs, especially among younger and middle-income consumers.
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Friday, September 4, 2026

Economics Weekly: AI Might Not Be as Disinflationary as the Market Hopes

In this Economics Weekly, Richard de Chazal discusses how we should really be thinking about the disinflationary impact of AI.
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Thursday, September 3, 2026

Following the Money: What the Agentic AI Funding Boom Means for Investors

The rise of agentic AI has created a major funding wave, but investors should ask whether valuations are outpacing real-world adoption.
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Wednesday, September 2, 2026

AI in Information Services: Why Trusted Data Matters More Than Ever

William Blair global services analyst Andrew Nicholas examines whether artificial intelligence threatens information services companies or could ultimately make their data assets even more valuable.
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Tuesday, September 1, 2026

The Next Big Question in AI Economics: Who Captures Value as AI Models Converge?

Falling AI costs and converging model performance are shifting where value can be captured.
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