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Financial & Policy Research Insights
Private Credit: Hyperscaler Market Risk Exposure
Fundamental, Research
A critical risk is emerging in private credit's AI infrastructure lending boom.
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Crude Awakening: Portfolio Positioning for an Energy Shock
Fundamental, Research
Expected sector winners & losers of an oil price shock.
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Health Care: Defensive Alternatives in a Volatile Energy Price Environment
Fundamental, Research
When oil shocks hit, health care holds steady.
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Energy: Three Scenarios for Iran
Fundamental, Research
What the Feb 28 attacks on Iran may mean for the Energy landscape
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2026: The Year Crypto Goes Institutional
Fundamental, Research, Video
Why 2026 Could Be Crypto's Institutional Breakthrough Year
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European Banks 2025 Outlook: Can the Rally Extend into 2026?
Fundamental, Research
CFRA’s new Thematic Research reveals why European banks’ record rally could extend further — and which names stand to benefit most.
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Stagflationary Impulses: A Macro Outlook for Inflation, Growth & Markets
Fundamental, Research
CFRA’s Stagflationary Impulses report explores how inflation, tariffs, and employment risks may shape U.S. markets and portfolio strategies in 2025.
Read moreEuropean Energy Outlook: Oil Price Correlations and Equity Impacts
Fundamental, Research
CFRA’s latest research uncovers how shifting oil price correlations are reshaping European energy equities and investor outlooks.
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China’s Solar Chain: Why Overcapacity Still Threatens Profitability in 2025
Fundamental, Research
CFRA’s thematic research reveals why China’s solar overcapacity problem remains unresolved and what it means for Tongwei, JA Solar, LONGi, and TCL Zhonghuan.
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Crypto ETFs Surge in 2025: Regulatory Tailwinds Drive Record Growth
ETF & Mutual Fund, Research
CFRA’s latest research reveals how 2025’s regulatory shifts are powering record inflows and growth in U.S. crypto ETFs.
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