Macquarie US Equity Research

Macquarie US Equity Research is at the forefront of five global sectors, bringing deep expertise and timely insights to uncover the issues and trends driving companies, industries and markets today.

With coverage across gaming and leisure, lifestyle, payments and digital commerce, media tech and software, our team provides a differentiated perspective and a diversified knowledge base that encourages critical thinking and generates breakthrough ideas.

Exploring the current major trends in enterprise software, technology and automation

Frederick Havemeyer, Senior US Software Enterprise Analyst, discusses the challenges being created around cybersecurity, copyrights, fraud direction and regulations as a result of rapid advancements in the AI sector.

Tim Nollen, Senior US Media Tech Research Analyst, explores how data and automation have simplified ad buying and expanded the marketplace in the AdTech and media sectors.

Our perspectives

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Travel, leisure, gaming and the resiliency of consumer demand

This episode of Macquarie’s Perspectives podcast explores the consumer and market trends influencing the travel, leisure and gaming sectors, with Chad Beynon, Macquarie Capital’s Head of US Research. Following Macquarie’s eighth Consumer Bright Ideas Conference, which brings together investors and businesses at the forefront of technological change to share ideas and near-term views on what’s ahead, Chad discusses some of the key factors driving these sectors and why consumer demand remains resilient despite uncertain market conditions.

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Our Macquarie Insights institutional client portal houses all our authors in one place, providing differentiated insights on thousands of listed companies and thematic sectors across 18 markets.

Ideas know no boundaries

Investment success depends upon having a breadth of perspectives, differentiated insights and thoughtful processes. 

And Macquarie delivers.