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 major trends impacting the enterprise software sector today 

Software and technology touch nearly every aspect of the workplace, from employee wellness to remote work and enterprise cybersecurity. Our research analysts discuss the global trends they’re seeing in the digital space and how they are influencing the future of work. 

Sarah Hindlian-Bowler, Head of Macquarie Technology Research Americas, discusses the key trends her team is seeing across the software sector, including how digital transformation is shaping the future of work.

Explore key consumer trends in mobile and online gaming, digital payments, leisure and fitness.

Our perspectives

Technology

The retail trends driving a new age in customer experience

Technology

Forecasting the future of fitness: from at-home workouts to total hybrid experiences

Market commentary

Understanding the evolving outlook for consumer demand

Technology

Digital decade will see on-premises software evaporate into the cloud

Macquarie US Equity Research at the 2022 Montgomery Summit

Digital transformation: MontyTV interviews Fred Havemeyer, Equities Senior Research Analyst, Macquarie Capital, US

Codeless architecture with Gary Hoberman, Unqork

Ideas know no boundaries

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

And Macquarie delivers. 

Learn more

Learn more