Which buy-side firms put out the best insights / research?
Which buy-side firms put out the best insights / research?
For specific asset classes, I like:
Large Growth: Alger, Ark, Polen
Large Value: Parnassus
Small Caps: Royce, Wasatch, Kayne Anderson Rudnick
Real Estate: Baron
Fixed Income: PIMCO, Lord Abbett
For global market research, I like:
Neuberger Berman, Lord Abbett, BlackRock, PIMCO
Any others?
fidelity
I work on buyside (family office, allocator) and i can honestly say i dont read the majority of research I am sent by our coverage at those asset managers.
HOWEVER, PGIM (prudential) fixed income is top notch. Blackrock is solid too.
Reading PGIM's weekly note from their fixed income desk pretty much covers everything + hedgeye/darius' new shop for macro.
.
Thanks! I'll have to check out PGIM. BlackRock provides a quarterly asset allocation commentary that I find useful as I work in the allocation space as well
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