Get Your Research From an AI Video
Also Hong Kong pension funds’ Treasury holdings, private credit in the pitchbook and the Trumpcoin dinner record date.
One thing that sell-side research analysts do is write reports: long detailed reports situating a company in its industry and giving a buy or sell recommendation, earnings previews pointing out what to watch for, quick updates for news, etc. These reports get published to clients and are historically the most salient and noticeable and regulated thing that the analysts do.
Another thing that sell-side research analysts do is one-on-one phone calls with buy-side investors. An analyst publishes a report, investors read it, and they call her to ask questions like “have you thought about the risk that AI poses to earnings?” or “could you give me some detail about how you got to those growth assumptions?” or “when you met with the chief executive officer last month was he unfeasibly tanned?” The investors might get more out of the phone calls than they do out of the reports; certainly they get something different. Every client can read the same reports, but the clients who ask the best questions get the best answers on the phone calls.