We rate Sezzle 'strong sell' with a $120 PT, citing severe repricing risk as macro and regulatory headwinds intensify for high-multiple fintechs. Despite robust recurring revenue and above-consensus ...
Emerging Markets Value Equities and China Equities Xiaoyu Gu | Managing Director-AB CarVal Sara Rosner | Director-Responsible Investing Research Dr. Gernot Wagner | Climate Economist and Senior ...
Initiate BlackRock with a Hold rating and $1,082 PT, citing strong fee growth and private markets scale but stretched 24x PE valuation. Private credit and alternatives platform expansion boosts ...
Financial markets have always rewarded conviction, but they have rarely forgiven disorder. In recent years, however, disorder has become easier to fall into. Faster information cycles, amplified ...
Global policy shifts are rewiring energy supply and control-and repricing risks and opportunities. Climate change has become a defining force in geopolitics. As governments respond to record heat ...