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How the One Big Beautiful Bill Could Reshape ETF Strategies in 2025

How the One Big Beautiful Bill Could Reshape ETF Strategies in 2025

ETF & Mutual Fund, Research
Discover how the One Big Beautiful Bill could reshape ETF performance across healthcare, clean energy, defense, and long-term treasuries.
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Which MedTech Companies Can Withstand the Tariff Storm?

Which MedTech Companies Can Withstand the Tariff Storm?

Fundamental, Research
Learn which medical device companies are best positioned to weather trade disruptions.
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European Logistics Outlook: Key Risks and Catalysts for DHL, DSV & KNIN

European Logistics Outlook: Key Risks and Catalysts for DHL, DSV & KNIN

Fundamental, Research
This report provides a comprehensive breakdown of trade dynamics, political developments, and company-specific factors shaping the future of the logistics sector.
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Why CFRA Issued a Sell Rating on UnitedHealth Group ($UNH)

Why CFRA Issued a Sell Rating on UnitedHealth Group ($UNH)

Fundamental, Research
CFRA’s latest stock report on UnitedHealth Group ($UNH) outlines a sharp downgrade to Sell amid DOJ fraud investigations and reduced earnings guidance.
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Private Equity Flywheel Slows in 2025 as Monetization Risks Mount

Private Equity Flywheel Slows in 2025 as Monetization Risks Mount

Fundamental, Research
This report examines the deceleration of the private equity flywheel, highlighting the downstream effects on ALT firm monetization, fundraising, and exit strategies in 2025.
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Fiscal Risk & Market Implications from Moody’s U.S. Credit Rating Downgrade

Fiscal Risk & Market Implications from Moody’s U.S. Credit Rating Downgrade

Fundamental, Research
This report analyzes the market impact of Moody's U.S. credit downgrade, rising national debt, and the looming wave of Treasury issuance.
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U.S.-China Trade Deal: Winners, Losers & Inflation Risks for Retail

U.S.-China Trade Deal: Winners, Losers & Inflation Risks for Retail

Fundamental, Research
Temporary tariff cuts ease pressure on U.S. retailers, but inflation and supply chain challenges remain.
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Automakers Winning and Losing Market Share in 2025

Automakers Winning and Losing Market Share in 2025

Fundamental, Research
This report reveals the automakers gaining ground in global markets and those at risk of falling further behind, with implications for long-term performance and equity positioning.
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State Policy Risks Mount for Healthcare REITs Ahead of 2026

State Policy Risks Mount for Healthcare REITs Ahead of 2026

Policy & Legal, Research
Why New State Legislation Could Upend Business Models for CTRE, MPW, OHI, SBRA, and WELL.
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Rocket Lab USA: Disrupting the Satellite Launch Market with Vertically Integrated Space Solutions

Rocket Lab USA: Disrupting the Satellite Launch Market with Vertically Integrated Space Solutions

Fundamental, Research
Explore CFRA’s deep-dive on how Rocket Lab is redefining satellite launch economics and end-to-end space systems.
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