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Investment Decisions: Why Broker Research Matters More Than Ever

The complex interplay between buy-side and sell-side participants influences global economic trends and affects individual investment outcomes.

How can you leverage broker research effectively, even with constrained research budgets, to optimize your portfolio and achieve your financial goals?

In this episode of FinTechTalk with Charles Orton-Jones, they explore:

  • The symbiotic relationship between buy-side and investment banks’ research departments in the investment management industry
  • The critical role of sell-side research in today’s challenging market conditions and its impact on buy-side firms
  • How broker research provides deep coverage and how the consensus of their views and forecasts aids investment decisions

Join this panel discussion to discover the significant impact of broker research on buy-side firms, especially in challenging market conditions.

Featured Speakers

Charles Orton-Jones

Charles Orton-Jones

Host | FinTechTalk
Scott Rosen

Scott Rosen

Founder | Visible Alpha
Arun Daniel

Arun Daniel

Head of Equity Strategies & Portfolio Manager | American Century Investments

Watch this Podcast