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Financial & Policy Research Insights
Sector: Financials
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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Three Thematic ETFs Likely to Benefit from Energy & Infrastructure National Self-Reliance
Fundamental, Research
Countries' use of natural resources as leverage in conflicts and trade negotiations is driving an emphasis on national self-reliance...
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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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Agentic Commerce: The Next Frontier in Payment Processing
Fundamental, Research
Caydee Blankenship discusses agentic commerce and its impact on payment processing
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Global U.S. Banks: Q1 2026 Earnings Preview
Fundamental, Research
2026 outlook is driven by strength in capital markets, asset and wealth management, and stable treasury and corporate services.
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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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Health Care: Defensive Alternatives in a Volatile Energy Price Environment
Fundamental, Research
When oil shocks hit, health care holds steady.
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Four Major Tailwinds Reshaping the Brokerage Industry
Fundamental, Research, Video
Four key growth drivers for modern brokerages.
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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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