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Industry Reports
Firm
Type
Fintech
June 2026
From Recovery to Resurgence
BCG
Research
40 Pages
Boston Consulting Group and FT Partners argue fintech has moved from reset to resurgence, but with higher expectations for profitability and scale.
Housing
June 2026
Land Appreciates. Homes Depreciate.
Research
7 Pages
Housing Notes frames homeownership as two assets bundled together: land that often drives appreciation and a structure that wears down without reinvestment.
Annual Report
May 2026
Global Banking Annual Review 2026
McKinsey & Company
Research
28 Pages
McKinsey examines how banks posted another strong year while facing faster threats to customer ownership.
Automotive
May 2026
Q1 2026 Biopharma Market Update
Stifel
Research
130 Pages
Stifel reviews the biopharma market across geopolitics, macro conditions, capital markets, M&A, licensing, and industry trends.
AI
May 2026
AI eats the world
Research
79 Pages
Benedict Evans frames AI as the next major platform shift in technology, but one whose adoption, product shape, and business model remain unsettled.
Industry Reports
May 2026
Eye of the Storm: Investing in Adaptation and Resilience
Allspring
Research
5 Pages
Allspring argues that U.S. utilities are becoming central to climate adaptation investing as physical risks move from long term externalities to immediate balance sheet issues.
Fintech
May 2026
The Coming FinTech Liquidity Supercycle
FT Partners
Research
71 Pages
The authors examine why private FinTech may be entering a new liquidity cycle.
AI
May 2026
AI Impact on Technology M&A, Second Edition
Lazard
Research
65 Pages
Lazard examines how markets are navigating a structural reckoning over AI's impact on the software ecosystem, the emerging divergence between "AI Beneficiaries" and "Systems of Record" versus "Workflow Wrappers" facing existential risk, and an updated framework for the Agentic Era.
Market Outlooks
May 2026
Agentic AI and the Future of Enterprise Software
Vista Equity Partners
Research
16 Pages
Vista Equity Partners examines how agentic AI could shift enterprise software from systems that help employees into systems that perform work.
Industry Reports
May 2026
The New Era in Tech Investing Starts Now
Bain & Company
Research
11 Pages
Bain & Company explains why software private equity needs a new playbook as growth slows and AI changes the economics of SaaS.
Global Macroeconomics
May 2026
Quantitative easing and housing inflation post-COVID
Brookings
Research
31 Pages
The Fed’s ownership of $2.7 trillion of agency MBS in 2022 was 32% of the entire $8.5 trillion MBS market. Brookings shows that whilst Fed MBS purchases between 2020 and 2022 successfully lowered mortgage rates, they simultaneously drove home prices higher by stimulating demand.
Annual Report
April 2026
Global Energy Review 2026
International Energy Agency
Research
48 Pages
International Energy Agency reviews global energy trends in 2025, showing a system increasingly driven by electricity demand and clean energy growth.
Financial History
April 2026
Housing Prices, Wars, and Epidemics over Six Centuries
Research
47 Pages
Swiss Finance Institute examines six centuries of Stockholm housing data to test how wars, bubbles, and epidemics affect house prices over time.
Industry Reports
April 2026
The Investment Case for Listed Railroads
Vontobel
Research
4 Pages
Vontobel makes the case that North American listed railroads combine hard to replicate infrastructure with pricing power and limited competition.
AI
April 2026
2026 Market Update
Redpoint
Research
69 Pages
Redpoint Ventures lays out a 2026 software and AI market view built around the idea that pilots now need to convert into real platforms.
Housing
April 2026
US Housing Outlook: Higher mortgage rates not helpful
Apollo
Research
127 Pages
Apollo Global Management examines how high mortgage rates are dragging on U.S. housing demand even as supply adjusts more gradually.
Industry Reports
April 2026
The Balance Sheet Behind the AI Revolution
Apollo
Research
4 Pages
Apollo argues the AI story is no longer just about models and software upside, but about who can finance the physical buildout behind it.
Energy
April 2026
Energy demand and supply and the Strait of Hormuz
Apollo
Research
58 Pages
Apollo Global Management examines how a Strait of Hormuz disruption could ripple through oil, gas, shipping, and inflation.
ESG
March 2026
The Big Book of Sustainable Investing
Robeco
Research
139 Pages
The 2026 update of the SI Big Book reflects a market environment that has shifted dramatically since the last edition.
Commodities
March 2026
What’s the best way to think about oil & gas shocks by country during the Iran war?
J.P. Morgan Asset Management
Article
3 Pages
Michael Cembalest says when we think about the oil & gas shock affecting different countries, we focus on total oil consumption (irrespective of domestic oil production since oil is a global market) and imported gas (since domestic production is typically shielded from price shocks).
Energy
March 2026
Look Forward: Energy Futures
S&P Global
Research
79 Pages
S&P Global argues energy policy has moved from transition first to security first.
Energy
March 2026
Shattered Assumptions And The Energy Quandary
Gavekal
Research
14 Pages
Gavekal argues the energy crisis is exposing how outdated many portfolio and policy assumptions have become.
Energy
March 2026
Pandora’s Bog: the global energy shock of 2026
J.P. Morgan Asset Management
Research
13 Pages
Michael Cembalest summarizes our evolving analysis of the aftershocks of the invasion of Iran for investors. He covers the latest developments in commodity markets, the magnitude of the oil shock vs history, the impact of such shocks on equity markets, and more.
Industry Reports
March 2026
The telco reinvention: How AI can fuel value creation
McKinsey & Company
Research
79 Pages
McKinsey details how AI is reshaping connectivity, and how operators can successfully reinvent, compete, and share in the rewards of the AI economy.
Energy
March 2026
The Illusion of the Carbon Premium
Robeco
Research
36 Pages
Using only carbon emissions data available to investors at the time of portfolio formation, the authors find no positive relation between firms' absolute carbon emissions and stock returns.
Alternative Assets
March 2026
Investing beyond boundaries: Space and deep sea
Stepstone
Research
19 Pages
Exploration of space and the deep sea—and investment in their potential—has historically been constrained by the high cost and complexity involved.
Commodities
March 2026
A crude awakening
Carlyle
Research
8 Pages
Jeff Currie and James Gutman examine how a disruption in the Strait of Hormuz could affect global energy security, commodity markets, and capital allocation during an incomplete energy transition.
Annual Report
March 2026
Tech Trends Report 2026
Contrary
Research
352 Pages
The annual Contrary Tech Trends Report isolates the most important currents within technology and the way social behavior forms around them.
Markets
March 2026
How Rising Hyperscaler Reinvestment Impacts the 6 Ps Driving Power Growth/Constraints
Goldman Sachs
Research
27 Pages
Goldman Sachs Research raises their data center power demand outlook and now expects 220% growth by 2030 vs. 2023 levels (vs +175% previously).
Global Macroeconomics
March 2026
The Macroeconomic Spillovers From AI Electricity Demand
Goldman Sachs
Research
20 Pages
Goldman Sachs assesses the outlook for electricity prices and explore their spillover effects to consumers and non-AI businesses.
Markets
March 2026
Fighting Words
J.P. Morgan Asset Management
Research
2 Pages
Michael Cembalest’s 16th Annual Energy Paper looks at energy arguments, battles and debates this year.
Markets
March 2026
The Risks to Energy Prices From Iran
Goldman Sachs
Research
18 Pages
Goldman Sachs’ shares their base energy price forecasts remain unchanged after recent events in the Middle East.
Annual Report
February 2026
The State of Video Gaming in 2026
Research
164 Pages
Matthew Ball’s annual report covers the state of the gaming industry, why gaming is losing the attention war, and the five areas of revenue growth for 2026.
Biotech
February 2026
Biopharma Market Update
Stifel
Research
64 Pages
Tim Opler’s latest biopharma market update covers industry sentiment, M&A activity, capital markets & more.
Automotive
February 2026
Automotive Industry Insights Winter 2026
Kroll
Research
19 Pages
2025 has been another year of muted growth for the automotive industry as global vehicle sales volumes are only expected to grow 1.5% to 90 million units by the end of the year. M&A activity in the automotive sector continued its decline in 2025.
Annual Report
January 2026
2026 Global Data Center Outlook
JLL
Research
9 Pages
JLL’s 2026 Global Data Center Outlook touches on how to navigate AI demand, power constraints and global opportunities in 2026.
Annual Report
January 2026
Luminate Releases 2025 Year-End Music Report
Luminate
Research
Luminate’s 2025 Year-End Music Report says 2025 in music was defined by a paradox: While global On-Demand Audio (ODA) streaming continued to climb, reaching a +10.3% growth rate in the first half of the year, the domestic U.S. market began to show unmistakable signs of a mature market slowdown.
Annual Report
January 2026
Decarbonization: Parameters, Dollars and Sense, Electrons Photons Molecules
Nat Bullard
Research
200 Pages
Nat Bullard’s annual presentation covers all that matters in our energy, industry, technology, and transport systems, and equally about how those systems engage with each other, and interact in our atmosphere.
Markets
January 2026
Quality Opportunities in Healthcare
GMO
Research
4 Pages
GMO describes healthcare as a sector where recent underperformance may be setting up a more interesting forward opportunity. Innovation remains the core engine, with growth tied to oncology, GLP 1 therapies, and vaccines, while demographics support demand.
Markets
January 2026
Biotech Investing
Verdad
Research
29 Pages
Dan Rasmussen and the Verdad team cover the strangeness of the biotech sector, the recent tribulations that have led to massive underperformance of the broader market, the important role played by specialist biotech funds, the factors that drive performance, how to manage risk, and, ultimately, a strategy for how to invest quantitatively in the biotech sector.
Annual Report
January 2026
Finding a New Longevity for Luxury
Bain & Company
Research
36 Pages
Bain and Company explains why luxury is shifting from a post boom normalization into a more selective growth era.
Annual Report
January 2026
How Platforms Are Colliding and Why This Will Spark the Next Era of Growth
BCG
Research
26 Pages
BCG published their annual video game report.
Markets
January 2026
US Utilities: 2025 Q4
Morningstar
Research
24 Pages
Morningstar explains why utilities finished 2025 as a market leader and why the setup could stay supportive in 2026.
Annual Report
January 2026
Biopharma Trends 2026
BCG
Research
12 Pages
BCG’s report on biopharma trends notes that biopharma’s average total shareholder return was 0% from 2021 to 2025, compared with 16% for the S&P 500. Over this five-year period, only 6 of the top 20 companies outperformed the S&P 500.
Markets
January 2026
The Case for Optimism
Stifel
Research
99 Pages
Tim Opler reviews the fundamentals of the biotech sector and why he believes that the upside in the sector is just getting started.
Alternative Assets
January 2026
Energy Predictions 2025
Research
11 Pages
Casey Handmer, founder of Terraform Industries, shared some energy predictions.
Markets
January 2026
Women’s Health Volume I: The History of Female WellBeing
Stifel
Research
236 Pages
In Volume I, Tim Opler reviews the history of women’s health research and discusses areas where progress has been most significant.
Housing
December 2025
The State of Housing (Un)Affordability in the US
Goldman Sachs
Research
16 Pages
Goldman Sachs analyzes how years of underbuilding and higher borrowing costs have eroded housing affordability in the United States.
Financial History
December 2025
Global Housing Returns, Discount Rates, and the Emergence of the Safe Asset, 1465 2024
Research
77 Pages
Boston College reconstructs centuries of housing returns and discount rates to understand how real estate and sovereign bonds evolved as core assets.
AI
December 2025
How Much Does AI Rhyme with shAle?
Carlyle
Research
9 Pages
Carlyle compares the current artificial intelligence compute boom with the shale energy investment cycle to ask how much history rhymes.
Market Outlooks
December 2025
Redfin’s 2026 Predictions: Welcome to The Great Housing Reset
Redfin
Research
23 Pages
Redfin outlines a 2026 housing outlook built around what it calls the Great Housing Reset.
Market Outlooks
December 2025
World Energy Outlook 2025
International Energy Agency
Research
44 Pages
International Energy Agency outlines how the global energy system is shifting while energy security and climate goals collide.
Market Outlooks
December 2025
Realtor.com 2026 Housing Forecast
Realtor.com
Research
22 Pages
Realtor.com Economic Research outlines its 2026 housing forecast, describing a steadier market that is still far from booming.
Markets
November 2025
Aging: Looking Forward
Stifel
Research
333 Pages
In Part II, Tim Opler reviews the status of aging biology and discusses areas where future progress is most likely.
Markets
November 2025
The Gig Economy: Another Perspective on the Labor Market
Goldman Sachs
Research
16 Pages
Goldman Sachs takes a fresh look at the gig economy as a lens into a cooling United States labor market.
Markets
November 2025
Focus on fundamentals to bounce back
EY
Research
34 Pages
EY analyzes the 2025 biotech landscape, finding revenues stabilizing while financing and M&A remain subdued.
Markets
November 2025
Biopharma Market Update
Stifel
Research
101 Pages
Stifel reviews a broad rebound across biotech and pharma, noting that investor optimism and strategic deal-making have returned.
Markets
November 2025
The winter of our discontent: generative AI disrupts the entertainment industry content moat
J.P. Morgan Asset Management
Research
11 Pages
While the prior decade was defined by disruption in content distribution, Michael Cembalest believes the next decade will be defined by disruption in content creation, augmented by generative AI.
Energy
November 2025
The Energy Trade-Off
Gavekal
Research
6 Pages
Louis-Vincent Gave examines the trade offs between securing affordable, reliable energy and accelerating decarbonization.
Markets
November 2025
Biopharma Market Update
Stifel
Research
69 Pages
Tim Opler gives an update on biotech in China (starting on page 34), noting that activity is off the charts and the U.S. venture presence increasingly visible.
Markets
October 2025
Breast Cancer: History and Outlook
Stifel
Research
229 Pages
Tim Opler provides an intellectual progress report on breast cancer from the past to the present, analyzes today’s translational science, and discusses a dozen promising organizations developing new approaches.
Markets
September 2025
Biopharma Market Update
Stifel
Research
77 Pages
Stifel shared an update on the biopharma market.
Markets
September 2025
Human Progress, Medicine and AI
Stifel
Research
101 Pages
Tim Opler's special report covers the adoption of innovation, why medical innovations are so slow to be adopted, and how this may change in the future.
Markets
August 2025
Biopharma Market Update
Stifel
Research
73 Pages
Tim Opler covers the evolving cardiovascular drug field, which is accelerating due to the high unmet need.
Global Macroeconomics
August 2025
The New Joule Order
Carlyle
Research
27 Pages
Jeff Currie posits that energy security, rather than climate concerns, is now the primary driver of the global energy transition.
Markets
August 2025
Sick as a Dog
J.P. Morgan Asset Management
Research
31 Pages
J.P. Morgan examines why U.S. healthcare stocks trade at their lowest relative valuations in over three decades.
Markets
August 2025
US Auto Dealer Industry Report
Morningstar
Research
48 Pages
Morningstar covers the $1 trillion-plus auto dealership industry, touching on automobile industry trends, individual stocks’ economic moats, future outlooks, ESG considerations, and more.
Markets
August 2025
Global Defense Sector Landscape
Morningstar
Research
83 Pages
Morningstar outlines how geopolitical tensions and NATO budget targets are driving a new defense supercycle, reshaping procurement, investment, and industry structure.
Markets
August 2025
Myths and Lessons from a Century of American Automaking
Economic Innovation Group
Research
22 Pages
The author revisits the history of American automaking to challenge protectionist myths often used to justify tariffs and trade barriers.
Markets
July 2025
The Structural Solar Surge
Goldman Sachs
Research
15 Pages
Goldman Sachs analyzes the unprecedented global boom in solar power, which has become the fastest-growing electricity source in history.
Markets
July 2025
Obesity Drug Market Update
Stifel
Research
253 Pages
Tim Opler gives an overview of the global obesity epidemic and the GLP-1 market.
Markets
June 2025
Unpacking the $15 Trillion Opportunity in Leisure Travel
BCG
Research
21 Pages
BCG covers the future of global leisure travel and forecasts it will triple in value, reaching $15 trillion by 2040.
Markets
June 2025
Oncology Market Update
Stifel
Research
82 Pages
Tim Opler covers the trends, deals, valuations, and players in the oncology market.
Markets
June 2025
Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty
PIMCO
Research
11 Pages
PIMCO offers a measured outlook for commercial real estate amid persistent macroeconomic uncertainty—sticky inflation, tight credit, and geopolitical tension—highlighting pockets of regional resilience like Europe, Japan, and Australia.
Markets
May 2025
Biopharma Market Update
Stifel
Research
106 Pages
Tim Opler gives an update on biotech in China (starting on page 47), highlighting the rapid change.
Alternative Assets
May 2025
Will lower oil help the economy?
BCG
Research
16 Pages
BCG’s Macroeconomics & Energy groups answer the following questions.
Energy
May 2025
Energy Transition: Utilities and Electricity Grids
Deutsche Bank
Research
22 Pages
Deutsche Bank provides an overview of electricity and grid development, a summary of investment trends in grid expansion, capital expenditure requirements and regulatory developments, and the investment case for Utilities.
Markets
April 2025
Global Asset Management Report: From Recovery to Reinvention
BCG
Research
26 Pages
Boston Consulting Group outlines how the global asset management industry must transition from recovery into reinvention by innovating across product development, distribution, scale, and cost structure.
Markets
April 2025
Our 2025 Annual Consumer Trend Report
Forerunner
Research
98 Pages
Forerunner VC shares a comprehensive update on the state of the consumer, covering health and wellness, security, and Generative AI, and where they see investment opportunities around each of them.
Markets
March 2025
Aging: A Brief History
Stifel
Research
311 Pages
In Part I, Tim Opler traces the development of our understanding of aging, highlighting milestones, influential publications, and the intellectual progress that has shaped the field.
Markets
March 2025
Heliocentrism
J.P. Morgan Asset Management
Research
55 Pages
J.P. Morgan’s “Eye on the Market” commentary titled Heliocentrism explores the growing dominance of AI and the “Magnificent Seven” tech stocks within U.S. equity markets.
Wealth Management
March 2025
Investment Company Fact Book
ICI
Research
154 Pages
The 2025 Investment Company Institute Fact Book provides a comprehensive snapshot of the global asset management industry.
Alternative Assets
March 2025
Is the Green Energy Transition Dead?
Bridgewater
Research
18 Pages
Bridgewater Associates argues that the global energy shift is not a true "transition" but rather an "energy addition," where renewables are expanding alongside—not replacing—fossil fuels.
Markets
February 2025
The Humanoid 100: Mapping the Humanoid Robot Value Chain
Morgan Stanley
Research
86 Pages
Morgan Stanley's report identifies 100 publicly traded companies poised to benefit from the rise of humanoid robotics.
Markets
January 2025
Biopharmaceutical Outlook for 2025
Stifel
Research
124 Pages
Stifel explains why biotech underperformed in 2024, what they predict for 2025, and what the current status is for biopharma capital markets activity.
Markets
January 2025
The State of Video Gaming in 2025
Research
224 Pages
Matthew Ball’s annual presentation on the state of video gaming covers the end of the 2011–2021 growth wave, the mobile marketplace, AR/VR projections, console/PC market growth & more.
Industry Reports
January 2025
Outlook for Private Markets 2025
Apollo
Research
78 Pages
Apollo’s private market outlook covers private equity, private credit, real estate, venture capital and more. There are four pages with commentary and the rest is comprised of charts.
Industry Reports
January 2025
Decarbonization: 2021, The Complex, Reagents
Nat Bullard
Research
200 Pages
Nathaniel Bullard's 2025 decarbonization presentation offers a comprehensive analysis of global climate and energy trends, emphasizing the interplay between technology, capital markets, and policy.
Markets
September 2024
Latest in AI: Five clues to the future of AI in recent headlines
Deutsche Bank
Research
17 Pages
Deutsche Bank covers five AI themes and what they suggest about the future of AI.
Markets
July 2024
Obesity Market Review
Stifel
Research
340 Pages
Stifel published a huge research piece on the emerging market for pharmaceutical products for obesity, the consumerization of obesity drug buying via online telelhealth, and the secondary and tertiary effects of weight loss.
Alternative Assets
June 2024
2024 Statistical Review of World Energy
Energy Institute
Research
76 Pages
This annual report covers the record year for energy in terms of both production and consumption, providing overviews of different energy sources - oil, natural gas, coal, nuclear, electric & more.
Markets
April 2024
AI in Biopharma
Stifel
Research
288 Pages
Tim Opler goes over the basics of AI and then delves into key opportunities for the use of AI in drug discovery, clinical trials and other settings.
Markets
March 2024
Eye on the Market: Electravision
J.P. Morgan Asset Management
Research
56 Pages
Michael Cembalest reviews the progress and pitfalls in the global energy transition, particularly focusing on electrification, renewable deployment, and related infrastructure.
Alternative Assets
January 2023
Decarbonization: The long view, trends and transience, net zero
Nat Bullard
Research
141 Pages
Nat Bullard maps the 2023 state of decarbonization through technology, capital, and policy lenses, focusing on what drives durable change.
Markets
July 2021
What Will The Global Push To Net Zero Mean For Oil?
Bridgewater
Research
10 Pages
Bridgewater Associates explores how the global push toward net zero will reshape economies and markets, arguing the transition is less about a smooth shift and more about a disruptive reallocation of capital.
Markets
July 2021
Diversifying With Picket Fences – Single Family Rental Investments
Man Group
Research
8 Pages
Man Institute explores how single family rental housing fits into a diversified portfolio, focusing on its return drivers, correlation profile, and inflation sensitivity.
Markets
March 2021
Big Market Delusion: Electric Vehicles
Research Affiliates
Research
9 Pages
IF examines the investment implications of electric vehicle adoption across autos, energy, and commodities, framing it as a long-term structural shift.
Annual Report
January 2020
Big Ideas 2020
ARK Invest
Research
81 Pages
ARK Invest’s Big Ideas 2020 explores how disruptive technologies across AI, energy, biotech, and fintech could reshape global markets and economic growth.
Markets
August 2019
Cannabis In America
Echelon
Research
101 Pages
Echelon Wealth Partners explores the investment case for the U.S. cannabis industry, framing it as a large, emerging consumer category driven by legalization and existing demand.
Markets
August 2018
China’s Biotech Revolution
UBS
Research
33 Pages
UBS explores China’s accelerating push into biotechnology and how it is shifting from cost-based manufacturing toward scaled drug innovation.