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Financial & Policy Research Insights
Sector: Financials
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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Super-Regional Banks: Q3 Earnings Preview
Fundamental, Research
Super-Regional banks will likely face a tough third quarter...
Read moreGlobal U.S. Banks: Q3 2023 Earnings Preview
Fundamental, Research
Global U.S. banks may see weaker third quarter earnings comps, with...
Read moreU.K. REITs: We Upgrade Our Outlook to Neutral
Fundamental, Research
The Bank of England (BOE) has paused raising its key interest rate...
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