Welcome to Fundstrat
A differentiated approach to market strategy and sector research
We are an independent research boutique, providing market strategy and sector research. Our differentiated approach is based on what we call fundamental strategy. That is, our research process combines both top-down strategy and bottom-up fundamental views, to develop a roadmap of practical and useful investment insights for our clients.
Download our Brochure
Welcome to Fundstrat
A differentiated approach to market strategy and sector research
We are an independent research boutique, providing market strategy and sector research. Our differentiated approach is based on what we call fundamental strategy. That is, our research process combines both top-down strategy and bottom-up fundamental views, to develop a roadmap of practical and useful investment insights for our clients.
Download our Brochure
Fundstrat Institutional Research
Cooling of inflation (“i”) aka disinflation is Fed primary focus and in 1H2022, the sole focus of markets…
Over the past few weeks, there are increasingly convincing signs that inflationary pressures are easing. But …
More reports are available in the Research Library.
Unfortunately, just because the calendar flipped to a new month, new quarter, and to…
The S&P 500 ended the week on a high note as it rallied strongly. The early parts of…
More reports are available in the Research Library.
Given the degree of sideways trading in Equities over the last week, the real focus …
Technology strength helped to provide some stability to stock indices Tuesday ...
More reports are available in the Research Library.
After a surprisingly large amount of funding last week, total deals dropped from 32 …
Update on the Merge Despite one of our potential catalysts for the year being struck…
More reports are available in the Research Library.
Core stocks, three tactical portfolios and three strategic/thematic portfolios to take advantage of various economic tail-winds and changes that we think will significantly affect asset prices
Based on convergence of Quant (tireless Ken), Rauscher (Global strategy), Technicals
Companies that are involved in some aspect of home or personal security. We are not “recommending” these stocks, but rather, bringing these stocks to your attention.
More reports are available in the Research Library.
Of the six factors we track, the size factor (small-cap stocks) showed the best perf…
While the market has struggled so far in 2022, the environment for stock picking has…
Of the factors we track, value and low volatility showed the best performance over t…
More reports are available in the Research Library.
Markets reversed to the upside Friday. The PCE came in lighter than expected and rat…
Inflation has risen to multi-decade levels and is one of the leading forces vexing e…
More reports are available in the Research Library.
Tomorrow the Fed will release the minutes from the June meeting of the Federal Open …
Powell semi-annual testimony makes few waves but reaffirms support to inflation figh…
Fed’s FOMC raises rates by 75bps, Chair says July could be 50bps or 75bps, minutes…
More reports are available in the Research Library.
Cooling of inflation (“i”) aka disinflation is Fed primary focus and in 1H2022, the sole focus of markets…
Over the past few weeks, there are increasingly convincing signs that inflationary pressures are easing. But …
More reports are available in the Research Library.
Given the degree of sideways trading in Equities over the last week, the real focus …
Technology strength helped to provide some stability to stock indices Tuesday ...
More reports are available in the Research Library.
Unfortunately, just because the calendar flipped to a new month, new quarter, and to…
The S&P 500 ended the week on a high note as it rallied strongly. The early parts of…
More reports are available in the Research Library.
Markets reversed to the upside Friday. The PCE came in lighter than expected and rat…
Inflation has risen to multi-decade levels and is one of the leading forces vexing e…
More reports are available in the Research Library.
Of the six factors we track, the size factor (small-cap stocks) showed the best perf…
While the market has struggled so far in 2022, the environment for stock picking has…
Of the factors we track, value and low volatility showed the best performance over t…
More reports are available in the Research Library.
After a surprisingly large amount of funding last week, total deals dropped from 32 …
Update on the Merge Despite one of our potential catalysts for the year being struck…
More reports are available in the Research Library.
Tomorrow the Fed will release the minutes from the June meeting of the Federal Open …
Powell semi-annual testimony makes few waves but reaffirms support to inflation figh…
Fed’s FOMC raises rates by 75bps, Chair says July could be 50bps or 75bps, minutes…
More reports are available in the Research Library.
Core stocks, three tactical portfolios and three strategic/thematic portfolios to take advantage of various economic tail-winds and changes that we think will significantly affect asset prices
Based on convergence of Quant (tireless Ken), Rauscher (Global strategy), Technicals
Companies that are involved in some aspect of home or personal security. We are not “recommending” these stocks, but rather, bringing these stocks to your attention.
More reports are available in the Research Library.
Cooling of inflation (“i”) aka disinflation is Fed primary focus and in 1H2022, the sole focus of markets…
Over the past few weeks, there are increasingly convincing signs that inflationary pressures are easing. But …
Incoming data this week has pointed to a pronounced softening of economic momentum globally, and this has pus…
More reports are available in the Research Library.
Given the degree of sideways trading in Equities over the last week, the real focus …
Technology strength helped to provide some stability to stock indices Tuesday ...
More reports are available in the Research Library.
Of the six factors we track, the size factor (small-cap stocks) showed the best perf…
While the market has struggled so far in 2022, the environment for stock picking has…
Of the factors we track, value and low volatility showed the best performance over t…
Of the factors we track, momentum and low-volatility showed the best performance ove…
More reports are available in the Research Library.
After a surprisingly large amount of funding last week, total deals dropped from 32 …
Update on the Merge Despite one of our potential catalysts for the year being struck…
Over the past two weeks, we have seen the bear markets bringing out the worst in dig…
More reports are available in the Research Library.
Tomorrow the Fed will release the minutes from the June meeting of the Federal Open …
Powell semi-annual testimony makes few waves but reaffirms support to inflation figh…
Fed’s FOMC raises rates by 75bps, Chair says July could be 50bps or 75bps, minutes…
This Tuesday and Wednesday the Fed’s FOMC meets on interest rates...
More reports are available in the Research Library.
Unfortunately, just because the calendar flipped to a new month, new quarter, and to…
The S&P 500 ended the week on a high note as it rallied strongly. The early parts of…
Today’s Fed meeting, 75bps increase in the fund rate, and the post-meeting press c…
More reports are available in the Research Library.
Markets reversed to the upside Friday. The PCE came in lighter than expected and rat…
Inflation has risen to multi-decade levels and is one of the leading forces vexing e…
• The S&P 500 closed at a most welcome 3.06% settling at 3,911.74 after a strong w…
More reports are available in the Research Library.
Core stocks, three tactical portfolios and three strategic/thematic portfolios to take advantage of various economic tail-winds and changes that we think will significantly affect asset prices
Based on convergence of Quant (tireless Ken), Rauscher (Global strategy), Technicals
Companies that are involved in some aspect of home or personal security. We are not “recommending” these stocks, but rather, bringing these stocks to your attention.
More reports are available in the Research Library.