Our Insights

Insights

Our work focuses on the financial & business services, energy, healthcare, TMT, and special situations sectors. Our analysts conduct regular deep-dive research to uncover differentiated investment ideas, following threads wherever they lead.

Why a Reconciliation Package Will Still Pass

By: Max Reale January 25, 2022 — President Biden and the vast majority of Congressional Democrats...
Consumer Finance 2022 Policy Preview

Consumer Finance 2022 Policy Preview

The CFPB's Looming Regulation Ramp Up Download January 21, 2022 2022 will be an inflection point for federal regulation of consumer finance...

Telecom 2022 Policy Preview

Telecom 2022 Policy Preview

Accelerated Telecom Action & 5g Disputes Download January 25, 2022 The Biden administration and Democrat-led federal agencies are ramping up...

Technology 2022 Regulatory Preview

Technology 2022 Regulatory Preview

Bigger, Badder, and More Coordinated Tech Regulation Download January 24, 2022 Federal agencies—better aligned and staffed up than last year—will be...

FEATURED CHART

Charts of the month