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Brett Caughran examines the growing influence of research productivity tools on the buy-side over the past 20 years.
He highlights innovations in modeling such as India outsourcing and platforms like Canalyst and Daloopa, data sources including credit card panels and web-scraping, as well as the role of expert network transcripts and consensus tools.
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Caughran has previously suggested that finance agentic workspaces could experience significant changes in the next three to nine months, according to a recent post. He has also assessed the value of AI tools in investing, finding them less dramatic than commonly marketed but highly practical for routine tasks in another report. These observations provide additional context for his focus on research productivity innovations.