PIWORLD Investor Podcasts The Analyst with Gareth Evans, Progressive Equity Research
Gareth Evans, Founder Progressive Equity Research interviewed by Tamzin Freeman, piworld Gareth describes the role of the analyst, clarifying where the analyst sits within the bank/broker’s services, and where they sit commercially. He gives great insight to the delicate balance of client relationships, reputation and integrity. Finally, he covers off the effects of MiFID II.
Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012. Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the Year in 2006.
Gareth’s background – 00:25
Where does the analyst sit within a bank? – 02:30
What’s the typical day for an analyst? – 04:44
Do you cover the whole market? – 05:58
How are analysts briefed by their manager? – 11:14
Relationships within the corporate broker and the company – 13:09
The institutional investor v the company relationship – 15:32
The different roles of the corporate broker, analyst & salesman – 17:33
Broker ‘sell’ notes – 19:23
The poor results dilemma – 22:20
The effect of MiFID II – 26:14
How do you see research playing out on-going? – 31:29