CFRA Research is one of the world's largest independent investment research, analytic and data providers.
Their proprietary methodology engine blends forensic and fundamental equity, ETF and mutual fund research, along with data and analytics to empower investment professionals, advisors and risk managers with actionable insights for improved investment and business decision-making.
Founded in 1994, CFRA Research has offices located throughout the United States, London and Kuala Lumpur. Recently, CFRA has expanded its research offerings through the acquisition of ETF data provider First Bridge (2019), technical research firm Lowry Research (2021), and public policy research firm Washington Analysis (2021). CFRA clients can now benefit from comprehensive insights spanning technical and public policy research, forensic accounting, fundamental equity, ETF and mutual fund research, and ETF Data to inform investment and business decision-making.
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During the first quarter of 2024, the S&P 500 (1) recovered all that it lost in the 2022 bear market on January 19, (2) recorded 22 new all-time highs through March 28, and (3) posted the 11th strongest Q1 return since 1945. Since then, equities have digested some of these gains and experienced sector rotation away from the 2023 high flyers and into the more defensive areas of the market on concerns the Fed will be slower to lower interest rates while inflation remains sticky and GDP growth begins to cool. Investors now want to know if they should buy or bail. Sam Stovall, the chief investment strategist at CFRA Research, will discuss how current conditions may confirm or alter the traditional election-year enthusiasm, as well as share CFRA’s sector, sub-industry, and stock selections in what historically has been a surprisingly profitable year.