Accessibility helpSkip to navigationSkip to contentSkip to footer

Cookies on FT Sites

We use cookies and other data for a number of reasons, such as keeping FT Sites reliable and secure, personalising content and ads, providing social media features and to analyse how our Sites are used.

Accept cookies
Manage cookies
  • Sign In
  • Subscribe
Open side navigation menuOpen search bar
Financial Times
SubscribeSign InmyFT
  • Home
  • World
    Sections
    • World Home
    • Global Economy
    • UK
    • US
    • China
    • Africa
    • Asia Pacific
    • Emerging Markets
    • Europe
    • War in Ukraine
    • Americas
    • Middle East & North Africa
    • Australia & NZ
    Most Read
    • Biden to supply Kyiv with long-range ATACMS missiles after months of lobbying
    • The decoy weapons leading Russian forces astray in Ukraine
    • Russian state TV promotes new Tucker Carlson show
    • US senator Robert Menendez indicted on federal bribery charges
    • ‘Armed groups, coca crops and death’: how prices crashed for cocaine’s raw material
  • US
    Sections
    • US Home
    • US Economy
    • US Companies
    • US Politics & Policy
    Most Read
    • Companies
      Sections
      • Companies Home
      • Energy
      • Financials
      • Health
      • Industrials
      • Media
      • Professional Services
      • Retail & Consumer
      • Tech Sector
      • Telecoms
      • Transport
      Most Read
      • Crispin Odey faces first lawsuit over alleged sexual misconduct
      • US auto strike expands to 38 General Motors and Stellantis facilities
      • UK press slams axing of Facebook News as ‘urgent threat to democracy’
      • Auto industry recovery has favoured investors and bosses over workers
      • Daniel Křetínský sells Le Monde stake to Xavier Niel
    • Tech
    • Markets
      Sections
      • Markets Home
      • Alphaville
      • Markets Data
      • Cryptofinance
      • Capital Markets
      • Commodities
      • Currencies
      • Equities
      • Fund Management
      • Trading
      • Moral Money
      • ETF Hub
      Most Read
      • Jeremy Hunt plans Isa overhaul to boost share ownership
      • Investors devour risky corporate debt in boost to LBO business
      • US dollar hits six-month high as markets accept new interest rate regime
      • Russia plans to increase spending by more than 25% next year
      • The risks of money-market funds need careful watching
    • Climate
    • Opinion
      Sections
      • Opinion Home
      • Columnists
      • The FT View
      • Lex
      • Obituaries
      • Letters
      Most Read
      • Russell Brand learnt his tricks in television studios
      • Populism could derail the green transition
      • How to save your state pension
      • Starmer needs to untangle Labour’s intentions on Europe
      • Britain should lead in life sciences but NHS inertia is holding it back
    • Work & Careers
      Sections
      • Work & Careers Home
      • Business School Rankings
      • Business Education
      • Entrepreneurship
      • Recruitment
      • Business Books
      • Business Travel
      Most Read
      • ‘There is no work to balance’: how shrinking budgets, Covid and AI shook up life in consulting
      • American Express’s Steve Squeri: ‘If you’re not ready for the upswing, you’ve missed’
      • FT Business Books — what to read this month
      • Can I start a business when I have MS?
      • The plight of the hidden carers in your workforce
    • Life & Arts
      Sections
      • Life & Arts Home
      • Arts
      • Books
      • Food & Drink
      • FT Magazine
      • House & Home
      • Style
      • Travel
      • FT Globetrotter
      Most Read
      • Raffles London and the new era of super-luxe hospitality
      • Anna Wintour: ‘I just have to make sure things are being done right’
      • What is it about men and the Roman empire?
      • Who’d invite the boss to dinner?
      • Winners don’t do irony
    • HTSI
    MenuSearch
    • Home
    • World
    • US
    • Companies
    • Tech
    • Markets
    • Climate
    • Opinion
    • Work & Careers
    • Life & Arts
    • HTSI
    Financial Times
    SubscribeSign In

    Investment research

    Add to myFT Digest

    Add this topic to your myFT Digest for news straight to your inbox

    • 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
    Previous page You are on page 1 Next page

    Useful links

    Support

    View Site TipsHelp CentreContact UsAbout UsAccessibilitymyFT TourCareers

    Legal & Privacy

    Terms & ConditionsPrivacy PolicyCookiesCopyrightSlavery Statement & Policies

    Services

    Share News Tips SecurelyIndividual SubscriptionsProfessional SubscriptionsRepublishingExecutive Job SearchAdvertise with the FTFollow the FT on XFT ChannelsFT Schools

    Tools

    PortfolioToday’s Newspaper (FT Digital Edition)Alerts HubBusiness School RankingsEnterprise ToolsNews feedNewslettersCurrency Converter

    Community & Events

    FT CommunityFT Live EventsFT ForumsFT Board DirectorBoard Director Programme

    More from the FT Group

    Markets data delayed by at least 15 minutes. © THE FINANCIAL TIMES LTD 2023. FT and ‘Financial Times’ are trademarks of The Financial Times Ltd.
    The Financial Times and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice.
    Financial Times

    International Edition

    Subscribe for full access
    • Switch to UK Edition

    Top sections

    • Home
    • World
      • Global Economy
      • UK
      • US
      • China
      • Africa
      • Asia Pacific
      • Emerging Markets
      • Europe
      • War in Ukraine
      • Americas
      • Middle East & North Africa
      • Australia & NZ
    • US
      • US Economy
      • US Companies
      • US Politics & Policy
    • Companies
      • Energy
      • Financials
      • Health
      • Industrials
      • Media
      • Professional Services
      • Retail & Consumer
      • Tech Sector
      • Telecoms
      • Transport
    • Tech
    • Markets
      • Alphaville
      • Markets Data
      • Cryptofinance
      • Capital Markets
      • Commodities
      • Currencies
      • Equities
      • Fund Management
      • Trading
      • Moral Money
      • ETF Hub
    • Climate
    • Opinion
      • Columnists
      • The FT View
      • Lex
      • Obituaries
      • Letters
    • Work & Careers
      • Business School Rankings
      • Business Education
      • Entrepreneurship
      • Recruitment
      • Business Books
      • Business Travel
    • Life & Arts
      • Arts
      • Books
      • Food & Drink
      • FT Magazine
      • House & Home
      • Style
      • Travel
      • FT Globetrotter
    • Personal Finance
      • Property & Mortgages
      • Investments
      • Pensions
      • Tax
      • Banking & Savings
      • Advice & Comment
      • Next Act
    • HTSI
    • Special Reports

    FT recommends

    • Lex
    • Alphaville
    • Lunch with the FT
    • FT Globetrotter
    • #techAsia
    • Moral Money
    • Visual and data journalism
    • Newsletters
    • Video
    • Podcasts
    • News feed
    • FT Live Events
    • FT Forums
    • Board Director Programme
    • myFT
    • Portfolio
    • Today’s Newspaper (FT Digital Edition)
    • Crossword
    • Our Apps
    • Help Centre
    • Subscribe
    • Sign In