Your Investment Themes: Search for growth, 2% inflation target is dead, Spring will justify Fed’s dovish turn
Disclaimer: The following content is an archive of Substantive Research Discovery – Trending Investment Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. Gavekal: Searching for growth drivers Wealth effects due to rising asset prices cause nominal consumption to surge. The US household net worth-to-consumption ratio has rebounded due […]
Substantive Research Celebrates Czarina Reinante’s Award-Winning Achievement on International Women’s Day
London, 8 March 2024: Substantive Research Celebrates Czarina Reinante’s Award-Winning Achievement on International Women’s Day. Substantive Research is thrilled to celebrate International Women’s Day by spotlighting our esteemed Head of Market Data and ESG Analytics, Czarina Reinante. Czarina has been instrumental in steering our analysis on market data pricing and supply, significantly impacting both our […]
Your Investment Themes: Market cycle guide, M2 unleashed, Savings drought, China exports deflation? Making sense of EPS, Inflation outlook, Momentum crashes
Disclaimer: The following content is an archive of Substantive Research Discovery – Trending Investment Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. TopDown Charts: Market cycle guidebook The macro-edge-risks of recession and deflation risk on the one edge vs growth reacceleration + inflation resurgence risk on the other […]
Unbundling Uncovered New York – June 13th
Defining Best Practice in Research Procurement In November 2023 over 400 attendees from the buy and sell side joined us in London to debate how proposed MiFiD II softening would translate to changes in research rules in 2024, how budgets and research supply could change as a result, and also assess how firms on both […]
Substantive Research White Paper reveals state of Market Data pricing ahead of FCA Wholesale Data Markets Study
Aggressive pricing leads to ‘endless cycles’ for market data consumers as they never ‘catch up’ with vendor increases London, 18 January 2023: Substantive Research, the research discovery and research spend analytics provider for the buy side, today publishes its White Paper outlining its latest findings on wholesale market data pricing. The survey is published ahead […]
Your Investment Themes: US Treasuries; Hold or take profit + QT soundings, geopolitics and supply chains
Disclaimer: The following content is an archive of Substantive Research Discovery – Trending Investment Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. Year Ahead Consensus: 2024 US Treasury Forecasts; Back to front In December we collated all of the 2024 Year Ahead Outlooks published (primarily sell side research) […]
New Study Shows Broker Research Pricing is Extremely Inconsistent
Latest Substantive Research study reveals some buy side firms are paying almost three times more than peers, for identical levels of service and access from the same providers London, 5 December 2023: Substantive Research, the research discovery and research spend analytics provider for the buy side, today publishes its latest study into the investment research […]
Your Investment Themes: The divine coincidence that saved 2023, but don’t bet on a soft landing
Disclaimer: The following content is an archive of Substantive Research Discovery Trending Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. TS Lombard: The divine coincidence that saved 2023 There, it can be argued, has been a divine coincidence that has (so far) delivered the soft landing demand destruction […]
Key Takeaways from Unbundling Uncovered London 2023
These takeaways highlight the main themes running through the panel discussions on the day. Some of the insights may contradict each other, but that’s the nature of debate between the key stakeholders in this market! 1. Regulatory change is coming in 2024/5 – what it will look like is still being formulated. Rachel Kent, Chair […]
Market Data Vendors Raise Prices Aggressively in 2023
Latest Substantive Research analysis reveals opacity in pricing and price rises far above inflation in market data despite impending FCA Review * (not including year-on-year inflation increases within a multi year contract). London, 25 October 2023: Substantive Research, the research discovery and research spend analytics provider for the buy side, today publishes its latest analysis […]
