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On this page you’ll find a collection of links to research from large investment institutions.
<aside> 🏦 JPMorgan Chase & Co. J.P. Morgan Asset Management Insights from the asset management team at the biggest bank in the U.S. Features include: - Quarterly Guide to the Markets - Investment Strategies - Market Insights Explore more →
J.P. Morgan Insights On the J.P. Morgan website, the bank publishes periodic insights on investing, wealth planning, and more. Recent published articles include: - Market volatility has its advantages — if you know where to look - Three market drivers through Q4 and beyond
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<aside> 🏦 Goldman Sachs Goldman Sachs Asset Management Goldman’s asset management arm also features various strategies and insights. Features include: - Investment Ideas Fall 2022 - Themed Insights (Big Data, ESG, Macro Outlook, etc.) Explore more →
Goldman Sachs Insights GS has an Insights portal which is updated with the latest talks, podcasts, articles, and public research. One of the recent talks was with Howard Marks of Oaktree Capital Management (highly recommend this chat).
Goldman frequently publishes to its Goldman Sachs Research page with equity research on a variety of industries. They’ve recently published articles on energy affordability and music streaming. Explore →
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<aside> 🏦 Bank of America Global Research ****This page on Bank of America’s website updates with global macro research from BofA’s Global Research team. Explore →
****Private Bank Bank of America’s asset management arm (Private Bank) frequently publishes insights on their website. Features include: - Capital Market Outlooks (from the CIO) - Market Briefs Explore more →
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<aside> 🏦 BlackRock Insights BlackRock provides investing insights and analysis across asset classes and investment strategies. Their website is split up to cater to both individual investors and institutional investors. Individual Investors - Weekly Market Commentary - The Bid — BlackRock’s Investment Podcast
Institutional Investors - Weekly Market Commentary **- Macro and Market Views **- Asset Class Views
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<aside> 🏦 S&P Dow Jones Indices This division of S&P Global publishes research and insights related to various investment themes. Some of these themes include commodities, ESG, dividends, cryptocurrency, and U.S. core… - Market Trends Investment Research
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<aside> 🏦 AllianceBernstein Insights AB provides research investment insights several times a week. Their research covers economic perspectives, investment insights, and retirement insights.
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<aside> 🏦 RBC Global Asset Management | Institutional Investors RBC’s Global Asset Management team posts research and insights for accredited investors on their website. They also post videos and webinars.
Note: RBC Capital Markets also publishes insights and research here.
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<aside> 🏦 State Street | Global Markets | Research Papers State Street publishes a collection of white papers and peer-reviewed research articles covering macro / multi-asset investor behavior, hedging, portfolio construction, and more.
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<aside> 🏦 Blackstone Group https://www.blackstone.com/insights/
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<aside> 🏦 Apollo Global Management https://www.apollo.com/insights
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<aside> 🏦 KKR & Co. https://www.kkr.com/global-perspectives/publications
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<aside> 🏦 Carlyle Group https://www.carlyle.com/global-insights
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<aside> 🏦 Ares Management Corp. https://www.aresmgmt.com/news-views
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<aside> 🌆 Bain & Company Bain compiles proprietary data and expert analysis to cover various industries in their Insights portal. Some of the recent insights include dives into cloud, software, and private equity. A great place to start for industry research.
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<aside> 🌆 McKinsey & Company | Featured Insights McKinsey is able to pull together expert insights from different industries due to its large consulting practice. On its website, the company pulls together featured insights from several industries.
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<aside> 🌆 Deloitte | Insights Deloitte also does an excellent job of sharing insights from the different industries it services. The Insights portal on their website pulls together topics like strategy, economy & society, technology, and industries.
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<aside> 👨💼 r/SecurityAnalysis This is one of the best subreddits for stock research but it’s not a one-trick pony. The mods for this subreddit do an excellent job of collecting a wide range of hedge fund investor letters every quarter.
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<aside> 👨💼 Savvy Investor Savvy Investor aggregates investment insights from a group of asset managers and consultants. The research is curated to keep you updated on the latest in the markets.
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