Equity Research Insights: Key Analyst Takeaways and Top Investor Questions

16/05/2025 20 min
Equity Research Insights: Key Analyst Takeaways and Top Investor Questions

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Episode Synopsis

Season 13 Episode 07
In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semiconductors, payments and fintech, industrials, utilities, healthcare, and financials. For the last episode of the season, Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflected on the most memorable highlights from that season's extensive conversations.