Our Businesses & Capabilities

Equities

Evercore ISI’s leading research department is known for insightful and value-added content. The team presents clients with company-specific and cross-industry views rooted in our deep understanding of the macro landscape. Our team of tenured and experienced strategists and analysts combine macro and fundamental insights into investment themes in a way that has proven to be a strong differentiator.

With an unwavering commitment to high-quality content, our team is consistently recognized in the Institutional Investor All-America Research survey. The magazine’s 2023 poll determined that Evercore ISI is the #1 firm (weighted by commissions and top-ranked positions), and our team attained the highest number of #1 ranked individuals. The Macro team is top ranked by Institutional Investor, and our Economics team has earned the premier position 43 times in the survey’s 50-year history.

Achieved through a strong collective team effort, we are proud that our Research team was recognized as the #1 ranked research platform in the 2023 Institutional Investor All-America Research Team survey, on a weighted basis.

Highlighted Research

In his proprietary quarterly survey of construction equipment dealers, David Raso found dealers’ production and margin targets could face significant pressure if delayed orders don’t materialize or inventory isn’t reduced, raising risks for 2025.

Dealers’ global 6-month y-o-y retail sales growth deteriorated to -2.1%, its weakest reading since 3Q20. North America and Europe are particularly soft. 

New inventory levels have surged to levels only surpassed during the 2009 financial crisis. Used inventory has also risen, now well above historical averages.

Dealers forecast a larger y-o-y purchasing decline than the last survey, with a widening gap between purchasing and retail sales as inventory reduction becomes a focus. 

To view the full report click here.