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March 26, 2026 – Kenneth Leon, Director of Global Research at CFRA, examines a critical risk emerging in private credit’s AI infrastructure lending boom. While alternative asset managers have capitalized on financing opportunities in AI data centers and power transmission, Leon’s March 25 thematic report warns that rising debt levels c...
March 16, 2026 – Markets are treating the Iran conflict as temporary. CFRA’s Arun Sundaram thinks they’re wrong. With WTI crude up 70% this year and the Strait of Hormuz disrupted, we’re facing the biggest energy shock in years. Yet the S&P 500 sits just 5% below its January peak—a dangerous disconnect.&nbs...
March 10, 2026 – Health care is positioned as a defensive sector because its products and services – medical care, prescription drugs, and treatments – are necessities rather than discretionary purchases. This inelastic demand translates into predictable, recurring revenues with low correlation to GDP growth, making health care stocks ...