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Sector: Financials
Insurance: Can AI Improve Personal Lines Underwriting Profitability?
Fundamental, Research
Insurance companies are struggling with unprofitability due to high claim...
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U.K. REITs Outlook for 2024
Fundamental, Research
U.K. REITs are expected to grow their FFO in 2024.
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European Banks: Tougher 2024 Amid Easing Interest Rate Tailwind
Fundamental, Research
European banks are expected to perform well in Q4 2023 due...
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Data Center REITs: A Differentiated Play on AI
Fundamental, Research, Video
The release of ChatGPT in late 2022 pushed the markets into an AI...
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Global U.S. Banks: Q4 2023 Earnings Preview
Fundamental, Research
Global US banks may have weak Q4 comps.
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See behind the curtain with CFRA’s custom forensic due diligence
Case Study, Forensic
CFRA found several inconsistencies in the data reported in...
Read moreAlternative Asset Management: Private Credit Soars
Fundamental, Research
The private credit market has grown exponentially, to over $1.3 trillion in 2023...
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Visa & Mastercard: Durable and Benefiting from Secular Tailwinds
Fundamental, Research
Visa (V) and Mastercard (MA) are world-class companies that enjoy double-digit revenue...
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Heightened Geopolitical and Climate Risks Set to Buoy Reinsurance Demand in 2024
Fundamental, Research
Reinsurance stocks have outperformed the financial sector so far in 2023, rising 13.2%...
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Bond Bounce
ETF & Mutual Fund, Research
Things now appear to be going “right” for stock and bond investors.
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