Capabilities

Research


 

Research

Our sector specialties include: Consumer; Healthcare; Industrials; Internet & Media; Power & Energy Transition; and Technology. Guggenheim Equity Research analysts average 18 years of Wall Street and industry experience, bringing our clients rich perspectives and deep domain expertise.

Rigorous primary research is central to our approach. Innovation and disruption are constants in the sectors we cover and on-the-ground work keeps our team at the leading edge of trend changes for the benefit of our clients. Our signature research products uncover these findings and include:

  • The Guggenheim 360° series spotlights our analysts' most differentiated work—research that reflects a deep understanding of our covered industries, primary studies using proprietary methods, access to subject matter experts, thought-provoking conclusions, and actionable portfolio ideas.
  • The Guggenheim Data Insights series harnesses alternative data sources to identify changes in fundamental trends in the industries and businesses we cover. With an emphasis on complex and unstructured data sets, our data science team delivers fundamental observations for our analysts to incorporate into their investment opinions.
  • The Grand Rounds series brings to healthcare investors our most important findings from interviews with physicians, scientists, and other leading voices in medicine. Focused on timely debates and key innovations, Grand Rounds surfaces key opinions from primary sources, which are an integral element of our research approach and service to clients.

Meet the teams

Consumer

The Consumer team covers automotive, e-commerce, hardline and softline retail, and restaurants.

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Healthcare

The Healthcare team covers biotechnology, biopharmaceuticals, diagnostics and life sciences tools, and healthcare services.

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Industrials

The Industrials team covers defense tech/aerospace & defense.

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Internet & Media

The Internet & Media team covers entertainment, internet, and media.

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Power & Energy Transition

The Power & Energy Transition team covers energy & industrial technology, power, and utilities.

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Technology

The Technology team covers IT services and software.

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For access to our research offerings and products, please contact your Guggenheim Securities Sales representative or email GSInfo@guggenheimsecurities.com.

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360˚, Data Insights, and Grand Rounds summaries


Video highlights


I&I Spotlight Series – Treg-based Therapies

I&I Spotlight Series – Treg-based Therapies

Senior Managing Directors Whitney Wolfe and Yatin Suneja partake in a Q&A session regarding the future of the Treg-Therapies.

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Highlights From the Second Guggenheim Targeted Protein Day

Highlights From the Second Guggenheim Targeted Protein Day

Senior Managing Director Michael Schmidt discusses the key topics from the event.

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Conferences


DateSectorLocationConference Name
11/9-11/11HealthcareBostonThird Annual Healthcare Innovation Conference

Social Media Highlights


John DiFucci Joins Yahoo Finance to Discuss Enterprise Software and Cybersecurity Earnings Results

Software Equity Research Analyst John DiFucci recently joined Yahoo Finance’s Brooke DiPalma to recap enterprise software and cybersecurity earnings results and discuss why he believes the sector can continue to thrive as AI transforms the industry.

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Michael Morris Joins Puck Podcast to Discuss NFL Media Rights Outlook

Media & Internet Equity Research Analyst Michael Morris recently joined Puck's "The Varsity" podcast with host John Ourand to share his latest outlook for the future of NFL media rights, including the NFL’s pricing power and new digital partners. Morris also addressed the state of media rights contracts between cable networks and the NFL.

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Greg Francfort Speaks With The Economist About the Rise of Fast Food Prices

Restaurants Equity Research Analyst Gregory Francfort, CFA recently spoke with The Economist about the rise of fast-food prices, in comparison to grocery prices, and the effectiveness of marketing stunts by fast-food chains attempting to generate long-term growth.

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