He previously worked at UBS, Susquehanna, Merrill Lynch, Bear Stearns, and JP Morgan. Huntington's Disease: Revisiting the HD Drug Development Landscape + Expectations, CRTX: GAIN Trial for Atuzaginstat (COR388) Misses Primary Endpoints, Reiterate Underperform, FULC: Quick Catch-Up w/FULC Management; Initial Ph1b Data Still Anticipated in Q2, Unmet Medical Need; There's a (Prescription) App for That; Initiate with an Outperform, ATAI: A Diversified Platform Approach to NeuroPsych Drug Development, Rich Law The top six brokers remain deeply committed to the game, while many of their peers waver in their participation from year to year. In the zero-sum game of the 2021 Institutional Investor All-America rankings, four firms gained 4 or more ranked analysts while three brokers shed 4 or more. Clients voted for their preferred research analysts and teams in each region. Kevin D. McVeigh is a Managing Director in the Equity Research department based in New York covering Business and Information Services. The other three leading equity franchises Morgan Stanley, JP Morgan, and Bank of America all see research as a key component of their equity franchises. Doug has spent over 20 years as a sell-side analyst covering the Media and Cable/Satellite sectors, including three years as the Senior Media Analyst at UBS and 19 years as the Media and Cable/Satellite Analyst at Deutsche Bank. The results can be found here: https://www.institutionalinvestor.com/research. The results can be found here: https://www.institutionalinvestor.com/research/11361/The-All-America-Research-Team. We are delighted, in 2021, to be celebrating 50 years of Institutional Investor rankings in All-America and we look forward to celebrating the success of those top-ranked firms and analysts in this milestone year.. Locked ranking. 6 after cracking the top ten for the first time last year, and Barclays rises from 12th place in 2020 to seventh in 2021. He ranks in the top ventile of more than 7,000 analysts tracked by TipRanks across all sectors. Barclays, Citi and Bernstein are also down significantly over the eight years. Prior to joining Credit Suisse, Dan spent 7 years at Barclays as part of the US Autos equity research team. 256 firms provided centralised contributions in the survey, supporting our initiative to receive input directly from buy-side firms to reduce the disruption to the industry. October 29, 2021 08:00 ET | Source: Institutional Investor News. He also managed a healthcare hedge fund, Pomeroy Capital, from 2006 to 2010. The work that we do in sell-side research is hard: It requires long hours, it requires tons of digging and oftentimes tons of modeling, and sometimes there are many dead ends, he says. J.P. Morgan, BofA Securities, Morgan Stanley and Evercore ISI dominate the leaders table as this years top research providers for All-America NEW YORK, Oct. 25, This years survey included a new macro category, ESG, allowing asset managers to recognise value at those firms that exhibit strong ESG research. Historically, that identification has been challenging because institutional investors He holds a BCom from the University of Toronto and an MBA from the Ivey Business School at Western University. The fastest growing players of the II rankings game have been Evercore ISI, Wolfe Research and Wells Fargo. Wed like to thank our clients for their continued support and engagement during these unprecedented times and for recognizing our top-rated analysts and the strength of our Equity Research offering said Juan-Luis Perez, Group Head Of Group Research and Analytics. He resides in Garden City with his wife Michelle and two children. To request further information on how you can use survey data to market your firms capabilities internally or externally, or deeper analysis of survey data, please contact ursula.kizy@iiresearch.com. Healthcare REITs Initiation Rising Rates & The Omicron Variant Open A New Uncertain Dimension in the Healthcare REIT Multiverse, Healthcare REITs Top Three Takeaways From Credit Suisse Inaugural Healthcare REIT Summit, Healthcare REITs Proposed CMS Reimbursement Rates For FY23 A Clear Negative To SNF-Focused Names, Healthcare Trust of America Sale Looking More Probable, But A REIT Buyer Such As HR Will Likely Be Price Sensitive. US Steel Renaissance To Continue as Demand Cycle Looks Strong, Consumer Staples Investigation: Price Elasticity: The Elephant Is In The Room, Consumer Staples: Quantifying Risks if Inflation Spikes Persist; Hershey, Coke, ADM, and Bunge Best Positioned, Grocers Can Handle Next Wave of Inflation, But More Pain Ahead for Packaged Foods, BYND: Plant-Based Meat Fails to Sprout; Lowering to Underperform, TWNK: Investors Should Not Live on Kale Alone; Initiating at Outperform Rating, $22 TP, HSY: Pricing Power and Pricing Optionality Provide Positive Set-Up for 2022, North American Midstream & MLPs Getting Harder for Generalists to Pass U, Personal Lines Insurance: Repair to Get Ther, Global M&A: P&C Players Largely Seeking Scale and Share, while Life Cos Primarily Rebalancin, Gene Editing: BEAM, CRSP, FIXX, NTLA; Protein Degraders: ARVN, CCCC, GLUE, KYMR, NTLA: Arguably the Most Impressive In Vivo Editing Data to Date - Initiate with Outperform, $100TP, ARVN: Promising Assets in Highly Prevalent Cancers - Initiate with an Outperform and $104 TP, KYMR: 1Q22 Earnings - Protocol changes to KT-474 will give early reading on clinical efficacy, CCCC: A Lower Risk Development Program Hits a Roadblock - Initiate with an Underperform, $10 TP, BEAM: Many Shots on Goal, but Not Sure Which Can Hit - Initiate with a Neutral and $62 Target Price, CRSP: Many Obstacles to Overcoming Clinically and Commercially - Initiate with Neutral and $78 TP, 1Q22 Preview: Q1 Trends Expected to Reinforce that MCOs are a Good Sector for the Current Macro Environment, Washington Comes to Wall Street Conference, MCO 2022 Outlook Stick with Whats Working, CI Virtual HQ Visit, Some Cushion for 2022; Pieces Coming Together for Solid 2023 (March 2022), HUM Virtual HQ Visit, A Good Handle on 2022 Dynamics, Focus on 2023 (March 2022), Acadia Healthcare, Raising Rating on Pullback; Operating Trends/Secular Growth of Behavioral on Track, ondering the Pair of Premium Pipelines; ENB Downgrade to Neutral (from Outperform). Institutional Investor Research has a global presence, spanning Europe, Asia Pacific, the US and Latin America. He has received citations for excellence from Institutional Investors All-America Research Team and Forbes Magazines Best Brokerage Analysts, among others. Its necessary to have the best of both to provide clients with differentiated insights that help shape their decision making.. He has more than 12 years of research experience in the energy space and chemicals. With more than 30 years on Wall Street, Susan has been recognized for her deep knowledge of the financial services sector and the banks that have defined the course of the industry. , . Adas Insights Quant Strategy: U.S. Return Decomposition-May 2022, Adas Insights Quant Strategy: Inflation Beneficiaries Trading at a Discount, Adas Insights Quant Strategy: Recession/Expansion Stock Baskets, Adas Insights Quant Strategy: Investors Hiding in Value, Not Quality, Adas Insights Quant Strategy: Divergent Returns for ESG in 2021. Institutional Investor News. October 25, 2022 06:00 ET NEW YORK, Oct. 25, 2022 (GLOBE NEWSWIRE) -- Institutional Investor Research (II Research) surveys are the leading provider of market sentiment in the financial industry. He joined Credit Suisse in 2021 after spending around three years covering global pharmaceuticals at Wolfe Research and large-cap and SMID biotech at UBS. October 26, 2021 06:00 ET Susan joined Credit Suisse in 2000 as part of the highly ranked DLJ financial services team where she served as the senior Bank analyst and the #1 ranked Specialty Finance analyst. Rice has more than 25 years of Wall Street experience and has been named among the top U.S. healthcare services analysts by Institutional Investor magazine 14 times. 11 companies achieved 1st place across the Best CEO, Best CFO, Best Investor Relations Professional, Best IR Program, Best ESG, Best Analyst Day and Best Crisis Management categories. Together, this resulted in UBS holding 158 positions across the world. Prior to joining Credit Suisse in 2017, he spent five years covering the E&P sector at UBS, most recently leading coverage of the Canadian E&Ps/Majors. Citi made a huge effort in 2019, adding 14 ranked analysts and shooting up to the #3 spot, only to walk away this year and last. Thats not sufficient anymore to be successful or effective. He was also a member of the MLP team at JP Morgan where he led upstream MLP coverage. According to IIs broker customers, the increased research production identified last year has continued. In our view, the problem doesnt lie in the II rankings themselves, even though they can be gamed by concerted efforts from sales staff and analysts. Barclays and Credit Suisse achieved joint eighth place this year. TWNK: Investors Should Not Live on Kale Alone; Initiating at Outperform Rating, $22 TP He also ranked 2nd for stock picking by StarMine in 2015 and 2017. BYND: Plant-Based Meat Fails to Sprout; Lowering to Underperform WebDigital Research Data . Horton (Homebuilders & Building Products); General Electric Co. (Electrical Equipment & Multi-Industry); Herbalife (Food Retailers); Hess Corp. (Oil & Gas Exploration & Production); JPMorgan Chase & Co. (Banks/Large-Cap); Mondelez International (Food Producers); Morgan Stanley (Brokers, Asset Managers & Exchanges); Norwegian Cruise Line Holdings (Leisure); NVIDIA Corp. (Semiconductors); Paypal Holdings (Payments, Processors & IT Services); Prologis (REITs); RingCentral (Software); S&P Global (Business, Education & Professional Services); Sunrun (Alternative Energy); Ulta Beauty (Retailing/Department Stores & Specialty Softlines including apparel, footwear, jewelry and textiles); UnitedHealth Group (Managed Care & Health Care Facilities); XPO Logistics (Transportation). 2022 marks the tenth year that J.P. Morgan and BofA Securities have vied for the top two positions, with BofA achieving 45 published positions. in Accountancy and a B.S. Contributor Will Edick, Partner at Pickard and Djinis LLP, covers legal topics relating to investment research and invites questions which he will address in future articles. Prior to assuming her current role, for over 12 years Betty was an equity research analyst covering the Exploration and Production sector both on the sell-side and the buy-side. Manav holds a B.E. Sally Savery, Director of Marketing, Institutional Investor Research. He recently initiated coverage of two companies in the Title Insurance Sector, assumed coverage of six companies in the P&C and Insurtech Sectors, and launched on the personal lines P&C space. New York, 1 February 2021 UBS has been named Institutional Investor's Top Global Equity Research Firm, retaining the #1 spot in the annual ranking for the fourth year in a row. J.P. Morgan continued in the top spot for the sixth consecutive year, besting second-place BoA Merrill by three ranked analysts. Most recently, Michael ranked 2nd in the Department Stores & Specialty Softlines category of Institutional Investors All-American Research Team in 2021 and 2020. Employer Benefit Survey 2021 in Finance from Villanova University. Quantitative Research That year, Institutional Investor would publish the first-ever All-America Research Team: a list of 85 sell-side analysts valued by money managers for their coverage across 26 industries. They are joined by UBS which has made large investments in beefing up its research capabilities through UBS Evidence Lab. The next group of winners included Wolfe Research and Jefferies. Morgan Stanley maintained their position on the leader table to be in third place with 44 published positions, while Evercore ISI earnt fourth place with 39 published positions. The following group of five firms, Credit Suisse, Barclays, Wells Fargo, Citi and Jefferies were neck to neck. Beverage, Household & Personal Care Products. Judah Frommer is a Senior Analyst with coverage responsibility for SMID-Cap Biotech. Wolfe Research is the Cinderella, anxious to take its place among the top research beauty queens as it ascended to the number six spot. To share your position on your website content, advertisements, communications and marketing collateral, please contact marketing@iiresearch.com. Prior to Nomura, Curt was lead analyst for the US Metals & Mining Equity Research Team at Macquarie Securities based in New York from 2008-2011. Oppenheim was also a Principal at Bank of America from 2000-2008 where he covered housing and building products and placed #2 in the 2007 Institutional Investor poll. 2022 Mid-year Outlook The Cloud Has Four Walls, Public Safety Sector Initiation: Multi-year Tailwinds Ahead, Metaverse: A Guide to the Next Generation Internet, US and Europe Towers: The Next Digital Infrastructure Frontier, Initiations on Cyxtera, Axon Enterprise, and Tyler Technologies, MSI Top Pick Thesis: Public Safety Budgets Are Explicitly Increasing Into Categories MSI is Indexed to, Stephen Ju This sector experienced the largest uptick in nominations from last year. 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