Protect Your Portfolio with Strategic Diversification.

Discover the critical role bonds play in diversifying your investment strategy. Our research demonstrates how bonds have historically outperformed equities during economic slowdowns, providing a hedge against market volatility.

Unlocking Investment Potential with Bonds.

In the current economic landscape, characterized by stretched equity valuations and low equity risk premiums, financial professionals must navigate a complex market environment. Our whitepaper, "The Case for Bonds," authored by Paul Beland, CFA, Global Head of Research for Wealth Management, presents a compelling argument for revisiting asset allocation strategies.

Key insights you will learn from the research:

  • Navigating Market Dynamics
  • Understanding Yield Curve Trends
  • Mitigating Economic Risks
  • Practical Investment Strategies

This comprehensive whitepaper equips financial professionals with the knowledge needed to navigate today's complex financial markets, emphasizing the strategic role of bonds in achieving long-term investment success. By examining current trends, risks, and opportunities, "The Case for Bonds" serves as an essential resource for those seeking to enhance their investment portfolios with lower-risk, income-generating assets.

The Case for Bonds

CFRA Research, a global leader in financial intelligence, offers independent analysis to help financial advisors boost returns, mitigate risk, and find investment opportunities.

Trusted and Proven Methodology

We are trusted by more than 150,000 financial advisors as an important source of independent investment research and insights. Our approach blends fundamental equity principles with forensic accounting techniques to establish company value and determine STARS rankings.

Unique Valuation Approach

We do not follow a singular approach to company valuation. We apply the most relevant valuation techniques for each company and industry, often using multiple methods, to triangulate around what we determine is the most reasonable valuation for a company.

Sought-After Expertise

Whether on television, online or in print, our team of fundamental equity analysts are highly sought after experts across global financial markets and regularly appear on prominent financial and investment media outlets worldwide.

Experience the Power of CFRA Research and Elevate Your Investment Strategy with MarketScope Advisor.

Core Capabilities & Benefits

Accessible through our turn-key web-based platform, MarketScope Advisor, you’ll have access to our full suite of fundamental equity, ETF, and mutual fund research so you can stay on top of changing markets in real-time.

STAY INFORMED OF THE BIG PICTURE

  • Commentary focused on economic and market trends, history, strategy and momentum
  • Industry insights highlighting key drivers, broad fundamentals, recent performance and trends

BUILD PORTFOLIOS AND SELECT INVESTMENTS

  • Validate your investment ideas and recommendations with
    independent research
  • Custom screening of stocks, ETFs and funds to generate
    investment ideas
  • Access to CFRAs 15 stock and ETF Model portfolios

MONITOR INVESTMENTS AND MANAGE RISK

  • Custom watchlists to easily monitor stocks, funds and ETFs
  • Set alerts to receive notifications when new research is published
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Not Ready to Start Your Trial? Check Out These Additional Resources.

Sector Watch: Road to Recovery

CFRA's sector outlooks, crafted through collaboration among 90 analysts, draw from diverse research disciplines. Their insights inform equity STARS ratings and a model portfolio.

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Equity Research Methodology

CFRA conducts extensive research on more than 1,600 equities worldwide, utilizing our unique and independent STARS research methodology. This approach is designed to deliver long-term outperformance and distinguishable idea generation.

Explore Our Methodology

The Fundamental-Forensic Collaboration Effect

CFRA is a fiercely independent investment research provider, and our track record of “Sell” ratings is a testament to this independence. On average, Sell ratings amount to 10%-15% of CFRA’s fundamental STARS ratings.

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