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  DateDocument Type Title Issuer/Entity
30 Jun 2022 Sector In-Depth Healthcare Services – Europe: Growing demand for mRNA vaccines will benefit the European CDMO sector
04 Apr 2022 Sector In-Depth Financial Technology – US: PayPal, Block's contrasting buy now, pay later strategies drive growth for both
23 Mar 2022 Sector In-Depth Information Technology Services – North America: Demand for digital tech will drive growth; wage inflation will limit margin expansion
07 Jan 2022 Sector In-Depth Financial Technology – US: Merchant acquiring competitive intensity further escalating
18 Nov 2021 Sector In-Depth Business Services: Facility Management – Europe, N. America: Contract caterers' recovery from pandemic will lag other facility managers
16 Nov 2021 Sector In-Depth Visa Inc and Mastercard Incorporated: The balance of technology opportunities and risks is favorable
07 Oct 2021 Sector In-Depth Payment Processing – US: E-commerce SaaS platforms aggregate payment volumes, shifting market share to Stripe and PayPal
09 Sep 2021 Sector In-Depth Cinema Exhibitors – North America: Delayed releases highlight industry's difficult recovery, but Labor Day box office offers optimism for Q4
07 Sep 2021 Issuer In-Depth Square, Inc.: Afterpay acquisition strategically compelling, but free cash flow dilutive initially Block, Inc
24 May 2021 Sector In-Depth Services – North America: IT service firms gain from digital lifestyle shift sped up by pandemic; race for tech talent heats up
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