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Insights
February 2026
With 100 more S&P 500 companies reporting, we're replacing 'sleepy' with 'slightly squishy' to as a phrase to describe...
January 2026
The voluntary carbon removal market is shifting from early adopters to mainstream corporate buyers, creating urgency...
Can biotech sustain its renewed momentum in 2026, or have the biggest near-term opportunities already been captured?...
4Q25 reporting season kicks off this week with the big Banks. Here’s a rundown on what we’re watching and hoping to...
What RBC's Canadian Bank CEO Conference reveals about banking's 2026 outlook.
After updating our models for end of year, we are reiterating our 7,750 12-month S&P 500 price target.
December 2025
In our last 2025 episode, discover upgraded sector calls for 2026 based on our 4Q25 global analyst outlook survey.
Energy, power, and mining players are reshaping their strategies to meet surging demand amid supply constraints.
Defense primes and industrials new to the sector are jostling for a share as government investments climb.
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