373 structured institutional reports.
HSBC examines the accelerating adoption of household solar power and electric vehicles, highlighting their potential to significantly reduce household energy and fuel expenditures and to distort official macro data by removing transactions from the economy.…
Pictet's report views healthcare as a dependable, growing sector with an attractive entry point after lagging broad equities, highlighting that listed and private healthcare form a complementary value chain rather than competing allocations, with private…
Canadian inflation edged up to 3% year-over-year in July from 2.8% in June, driven primarily by a renewed increase in energy prices. Oil prices remained below their April and May peaks but moved higher during July as conflict in the Middle East…
Westpac's Card Tracker Index reached a new high of 159.6, with quarterly growth momentum strengthening to 1.1-1.5%, driven by discretionary spending, particularly holiday travel. The bank forecasts Australian consumption growth of 1.6% in 2026, with upside…
Westpac expects the US dollar to weaken gradually against major currencies through 2028, driven by structural fiscal headwinds and a narrowing US growth advantage, while the yen remains weak until late-2026 and Asian currencies, including the Singapore dollar…
Westpac's weekly report covers the RBA holding the cash rate at 4.35% and narrowing the risk of future hikes, alongside mixed economic data across Australia and New Zealand. Key insights include a stable consumer sentiment, moderate wage growth, and political…
OCBC's Daily Treasury Outlook for 17 Aug 2026 highlights a retreat in US equities from record highs amid geopolitical uncertainty and softer consumer data. US retail sales fell 0.6% MoM in July, the largest decline in 14 months, while core retail sales…
Standard Chartered reports that Pakistan's Islamic finance sector has reached critical mass, with Islamic banking now accounting for 28.5% of deposits and 24% of assets. The next phase will be defined by regional connectivity and Islamic liquidity deployment…
PIMCO's report highlights a growing divergence in BDC capital structures: bonds have rebounded while equities lag, reflecting investor skepticism about portfolio valuations. The true valuation reset has yet to occur, with marks still elevated relative to the…
Invesco's August 2026 commentary argues that the bull market has repeatedly defied bearish concerns—AI demand is real and broadening, valuations are supported by rapid earnings growth, market breadth is healthy with equal-weight indexes outperforming, and…
Invesco introduces the Invesco QQQ Hedged Advantage ETF (QQHG), a single-ticker hedged equity strategy that combines Nasdaq-100 participation with a laddered options overlay to mitigate downside risk, while aiming to balance participation, defense, and…
UBS CIO maintains a constructive outlook for risk assets into year-end, expecting stocks to stay supported despite potential volatility pickup. Growth resilience, positive earnings revisions, and a possibly less restrictive Fed policy underpin this view.
RBC Economics expects US housing starts to remain subdued amid elevated mortgage rates, while industrial production is set to accelerate. Tariff impacts are seen as limited with no major demand destruction, and the LEI is expected to continue signaling…
SMBC's US Rates Strategy report discusses the limitations of AI-based inflation forecasts, favors steepening the 5s30s curve, and expects modest improvements in inflation and labor data to keep the Fed on hold. The report also highlights opportunities in swap…
July retail spending was weak, with headline retail sales down 0.6% MoM and the control component down 0.4%, trimming Q3 real PCE tracking to +2.2%. Despite the slowdown, SMBC remains optimistic on Q3 GDP and consumer outlook, expecting a rebound in August…
Invesco's SteelPath monthly commentary highlights that midstream energy equities outperformed broader markets in July 2026, driven by Middle East conflict and higher commodity prices. The Alerian MLP Index rose 6.85% on a price basis and 7.56% total return,…
OCBC Research expects the US Fed to hold rates in September following soft inflation data, with the S&P 500 hitting record highs. Oil prices declined, easing inflation concerns, while geopolitical risks persist. Core producer prices remain elevated,…
Standard Chartered's report highlights that Middle East conflict-driven fuel price shocks will disproportionately hit airline earnings, with margins falling at least 20% across all regions in 2026. Over 90% of airlines are projected to generate returns below…
HSBC highlights the Americas as the richest opportunity set for international mid-market companies, citing US scale, Mexico's manufacturing and fintech growth, and Brazil's natural resources. It underscores the need for local expertise due to regulatory,…
HSBC highlights Southeast Asia as a compelling region for business expansion, citing strong economic resilience, diverse markets, and robust connectivity. The report identifies key opportunities across Singapore, Malaysia, Indonesia, the Philippines,…