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    Investment research

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    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • Sunday, 10 October, 2021
      US banks
      Wall Street banks go into earnings season under a cloud of rising costs

      Spending on pay and tech set to bite as the benefits felt by a surge in trading revenues and falling loan loss provisions fade

    • Monday, 26 July, 2021
      Smaller groups feel the pinch as investment research costs slide

      Independent providers lambast competition from investment bank rivals

    • Tuesday, 8 June, 2021
      Markets InsightRobin Wigglesworth
      The text of an investment revolution

      Fund managers are increasingly using AI to mine corporate verbiage for profitable trading signals

    • Wednesday, 28 April, 2021
      Mifid
      UK regulator proposes ‘quick fixes’ for Mifid rules

      FCA tables reforms to ensure UK asset managers are not disadvantaged compared to EU peers

    • Friday, 26 March, 2021
      Morningstar unleashes robots to write fund research

      Computer-generated commentary to be rolled out on thousands of mutual funds and ETFs

    • Saturday, 13 February, 2021
      McKinsey
      McKinsey research team allegedly took information from former employer

      Staff at investment banking unit CIB Insights are alleged to have circumvented security measures at Coalition

    • Wednesday, 27 January, 2021
      Berenberg Bank
      Berenberg boosted by Deutsche Bank’s retreat from equities

      Private German bank reports record profits and plans to broaden footprint in Frankfurt

    • Sunday, 29 November, 2020
      Price of sellside analyst meetings almost halved by pandemic

      Shift to online presentations means fund managers are paying less for investment research

    • Thursday, 12 November, 2020
      LexFund management
      Investment research: tipping points Premium content

      Active managers will prosper when they can consistently beat indices

    • Monday, 5 October, 2020
      FT AlphavilleJamie Powell
      The total addressable market craze is detached from reality

      Shifting definitions speak to wider issues in the equity market at the moment.

    • Wednesday, 12 August, 2020
      FT SeriesSomeone is wrong on the internet
      ‘Commerzbank has confirmed its top position in German equity research, sales and corporate access’

      Presented without comment.

    • Tuesday, 28 July, 2020
      Fund management
      EU fund managers back fee changes to Mifid II trading rules

      Exemption on bonds and small companies research aimed at boosting economic recovery

    • Wednesday, 22 July, 2020
      EU financial regulation
      EU plans flurry of rule changes to boost market recovery

      Tweaks to financial regulations, to be announced soon, follow €750bn relief package

    • Monday, 29 June, 2020
      News in-depthHong Kong politics
      New China security law could stifle research in HK, say analysts

      Possible rise in self-censorship prompts concerns over future of Asian finance hub

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