CFRA provides comprehensive fundamental equity research to help investors make informed decisions in the ever-evolving financial markets. In this whitepaper, we showcase our top-down approach and collaborative methodology to provide insights grounded in economic analysis, market strategy, and sector-specific expertise.
Whitepaper, Fundamental
CFRA’s Top-Down Process and Outputs
04 April 2024
Summary
Our Approach
Top-Down Analysis
We start with a macroeconomic perspective, integrating historical data, economic indicators, and technical signals to develop a holistic view of the market landscape.
Sector Outlooks
Our experienced analysts conduct in-depth sector outlook meetings, leveraging diverse research disciplines to determine sector weightings and investment opportunities.
Sub-Industry Insights
We delve deeper into specific sub-industries, providing quarterly outlooks, industry surveys, and fundamental analysis to identify trends and value drivers.
Equity and ETF Ratings
From top equity picks to favorable ETF ratings, we offer actionable recommendations tailored to your investment goals and risk appetite.
Key Features
Market Outlooks
Stay ahead of market trends with our Chief Investment Strategist's weekly reports, offering asset allocation recommendations and analysis of market dynamics.
Industry Surveys
Explore over 50 in-depth industry primers, covering a wide range of sectors and providing insights into key trends and growth drivers.
Sector Ratings
Access our quarterly sector ratings to guide investment decisions, informed by our global research team's collaborative process.
STARS Rating
Benefit from our proprietary stock appreciation ranking system, guiding you with ratings ranging from Strong Buy to Strong Sell.
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Solutions
Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies.Related Insights
The Importance of Sector Outlooks
CFRA has been providing and tracking actionable sector outlooks for nearly 30 years.
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