Capabilities

Research


 

Research

Our sector specialties include: Consumer; Healthcare; 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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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@guggenheimpartners.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
6/23-6/26HealthcareBostonBioFrontier Bus Tour

Social Media Highlights


Michael Morris Analyzes Earnings Results From the World's Largest Streaming Service

Media & Internet Equity Research Analyst Michael Morris recently appeared on CNBC to analyze earnings results from the world's largest streaming service and explain why he still believes the company continues to be "on-track for its long term goals." Morris also joined Bloomberg Television, one day earlier, to discuss why he believes the streaming service has the "potential for another gear that's really not in the numbers or expectations for the business."

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John DiFucci Joins Yahoo Finance to Explain Why Traditional Software Companies Need to Embrace AI

Software Equity Research Analyst JOHN DIFUCCI recently spoke with Yahoo Finance's Julie Hyman about the need for every traditional software company to embrace artificial intelligence, why he believes the pricing of compute will decline over time, and the potential impacts of artificial intelligence on the cybersecurity sector.

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Michael Morris Speaks With Financial Times About NFL’s Next Media Rights Negotiations

Media & Internet Equity Research Analyst Michael Morris recently spoke with Benjamin Wilhelm at Financial Times about his outlook for the NFL’s next media rights negotiations amid an investigation by the US Department of Justice into whether the league has engaged in anticompetitive practices through its TV contracts.

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