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Financial & Policy Research Insights
Sector: Energy
Sector Roundup: Q2 2026 Portfolio Positioning
Fundamental, Research
Q2 2026 Sector Roundup: Where Fundamental, Technical, and Policy Research Converge on Portfolio Positioning.
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The AI Economy – A Sector-by-Sector Assessment of AI’s Impact on Labor, Costs, and Revenue
Fundamental, Research
AI's Sector-by-Sector Reckoning: CFRA Maps Labor, Cost, and Revenue Impacts Across All 11 GICS Sectors.
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CFRA Called It: A Mid-Year Look-Back at the 2026 Annual Forecast
Fundamental, Research
Seven months into 2026, CFRA is grading its own Annual Forecast against the market and the wins were decisive.
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UAE’s OPEC Exit and Oil Price Outlook
ETF & Mutual Fund, Fundamental, Research, Video
Why the UAE's OPEC exit may have limited immediate oil market impact.
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Sector Roundup: Q1 2026 Portfolio Positioning
Fundamental, Research
CFRA's sector-by-sector roundup for Q1 2026, with a focus on the impact of the Iran conflict.
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Energy: Beware the “Sugar High” of High Oil Prices
Fundamental, Research
CFRA downgraded the Energy sector to Underweight on April 2, 2026, ahead of what we expect will be a sharp sector correction.
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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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Energy: Three Scenarios for Iran
Fundamental, Research
What the Feb 28 attacks on Iran may mean for the Energy landscape
Read moreThe U.S.-Europe Relationship and Its Impact on Investments
ETF & Mutual Fund, Policy & Legal, Webinar
The strategic relationship between the United States and Europe is essential for investors globally.
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European Utilities & Trump 2.0: Market Outlook & Investment Insights
Research
Understand the risks and opportunities for European utilities under Trump’s policies.
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