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machinery, e&c, waste/environmental services Construction booms. And lags.
Machinery investors are navigating a complex landscape. Construction of data centers and manufacturing plants is at record levels, while warehouses and hospitality are weak.
Michael Feniger
Senior Research Analyst
Listen to Global Research UnlockedTM Podcast
Bucket list checked, consumers back to viewing travel as discretionary
A strong value proposition has led travelers to "re-find" Las Vegas. Cruise demand has also been bolstered by compelling value.
Featured Guests
Shaun C. Kelley, Senior Gaming, Lodging & Leisure Analyst
Andrew Didora, Senior U.S. Airlines & Cruise Lines Analyst
A magical intermission: entertainment spending growth normalizes
Slowing demand for theme parks, expanding advertising supply as streaming inventory grows: we discuss opportunities ahead for the media and entertainment space.
Featured Guest
Jessica Reif Ehrlich, Head of U.S. Media and Entertainment Research
Research Analysts
Jeff Spector
Senior Research Analyst
Read Jeff’s reports
Jeff Spector has over 20 years of real estate experience, has led the U.S. REITs team since 2009 and has been consistently ranked in II* for over a decade. Jeff is known for his industry-leading corporate access events and consistent connectivity with investors, leveraging the deep bench of talent on his team.
Lawson Winder
Senior Research Analyst
Read Lawson’s reports
With coverage that runs from North American precious metals, to base metals and steel, to global uranium and rare earth, Lawson is renowned in this sector. He is a key part of BofA’s global copper coverage. His North American Precious Metals Weekly is a must-read, and he was II ranked in 2023.*