This article was written by Follow Striving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate...
This article was written by Follow Manika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment...
This article was written by Follow Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial...
Investment Summary Six months on from the reinstated buy thesis, the equity stock of Takeda Pharmaceutical Company Limited (NYSE:TAK) has appreciated 10% at the...
Introduction Some investors prefer investing in dividend funds as they seem to provide better yield and may even provide better downside protection than the...
The investment thesis Skyworks Solutions (NASDAQ:SWKS) is a semiconductor company that develops and manufactures advanced analog, mixed-signal, and radio frequency (RF) semiconductors. SWKS products...
By Christy Tan, Investment Strategist, Franklin Templeton Institute, Franklin Templeton Concerns about China’s post-COVID recovery have recently been intensified. However, Franklin Templeton Institute Investment...
As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services....
The following segment was excerpted from this fund letter. Cytek Biosciences (NASDAQ:CTKB) One company we have done considerable work on, and built our position...
A Quick Take On Fidelis Insurance Holdings Limited Fidelis Insurance Holdings Limited (FIHL) has filed to raise $298 million for the company and for...
Fundamentals Jerome Powell initiated an extremely aggressive policy campaign 15 months ago, which is considered one of the most assertive approaches in history. The...