Financial & Policy Research Insights

This research highlights the best and worst performing ETFs following the April 2025 reciprocal tariff announcement, offering insights into sector and country exposures and the likely policy and market outcomes.

Alphabet’s $32B acquisition of Wiz highlights the growing importance of cloud-native security—and raises new questions about competition in the cybersecurity sector.

This research explores how potential PBM reform, IRA implementation, and pricing policy shifts may provide moderate tailwinds for retail pharmacy chains like CVS, WBA, and RiteAid in 2025.

The annual rebalancing of the largest U.S. dividend ETFs has resulted in notable sector divergences, especially with SCHD’s increased exposure to Energy. This report examines how these shifts may shape ETF performance in 2025.

This special report analyzes how tariffs have historically impacted stock market trends, revealing that while they create volatility, they rarely cause major trend reversals according to Lowry’s technical indicators.

This report analyzes the seven most pressing risks to AI-driven stocks, exploring how challenges such as excess compute capacity, hyperscaler capex moderation, and geopolitical tensions could shape Big Tech and semiconductor performance in 2025.

This thematic report examines the retail sector’s exposure to evolving policy risks under Trump 2.0, including tariffs, tax reform, and regulatory changes, with analysis of key players like Walmart, Dollar Tree, and BJ’s.

Understand which automakers and suppliers face the greatest tariff risk — and what it means for vehicle pricing, manufacturing, and investors.

Gain exclusive insights into how rising power demand from data centers is creating long-term tailwinds for utilities and energy producers.

Get the latest insights into tariff-driven supply chain shifts and discover undervalued apparel and footwear stocks.