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Investment research

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  • 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

  • Thursday, 11 June, 2020
    Financial services
    Minority analysts get less time to probe management than white peers

    Study of 95,000 conference calls finds companies took fewer questions from ethnic minorities

  • Monday, 25 May, 2020
    Mifid
    UK and EU fund managers at odds over Mifid II revamp

    French and German groups lobby Brussels for a change to research unbundling

  • Sunday, 3 May, 2020
    Mifid II influence spreads beyond EU borders

    Different approaches to paying for investment research exacerbated by pandemic

  • Wednesday, 11 December, 2019
    Investment Banking
    Banks avoid mention of Hong Kong unrest in research for clients

    Analysts at Wall Street and European lenders sidestep city’s political crisis for fear of upsetting Beijing

  • Monday, 9 December, 2019
    Mifid
    Mifid II creates ‘existential threat’ for small research groups

    Boutiques hit by ‘perfect storm’ two years after introduction of EU market rules

  • Tuesday, 3 December, 2019
    European companies
    Analyst coverage shrinks after fee shake-up

    Even larger companies are affected as investment banks retrench

  • Thursday, 28 November, 2019
    News in-depth
    How investment analysts became data miners

    Banks battle for audiences with new information sets, ‘charticles’ and podcasts

  • Wednesday, 16 October, 2019
    Markets Insight
    An alternative future for the sell-side analyst: eco-warrior

    There is a real business opportunity in doing climate-related research properly

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