Core Viewpoint - The article suggests that if the Federal Reserve lowers interest rates, S&P Global (NYSE: SPGI) is well-positioned to benefit from this change due to its strong business fundamentals and market position [1]. Company Analysis - S&P Global is identified as a durable company with economic resilience, pricing power, and capital efficiency, making it a potential long-term compounder [1]. - The company operates in sectors such as Technology, Industrials, and Financials, focusing on scalable business models and mission-critical offerings [1]. - The analysis emphasizes the importance of capital allocation strategies, margin trajectories, and unit economics in assessing the sustainability of growth and returns for S&P Global [1]. Investment Thesis - The article aims to present a high-quality investment thesis for S&P Global, highlighting its intrinsic value creation engine rather than relying on market timing [1]. - The focus is on empowering readers to understand how S&P Global operates, including its incentives and long-term potential [1].

Editor's note: Seeking Alpha is proud to welcome Cedric Pfort as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. I am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capital ...