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CFRA Thematic Research:

The New Normal: Navigating a Post-Pandemic Market

 

CFRA offers the latest research highlighting our analysts’ views on the New Normal: Navigating a Post-Pandemic Market. Our analysts will explore trends and topics across key industries at the center of projected market changes as we transition from Covid-19 and the uncertainty of the U.S. elections to economic recovery and a period of adjustment to the new market environment.

 

Acclimating to the new market environment means that many investors may need to re-orient their investment approach - CFRA is here to provide timely, forward-looking investment research and the best support to investors and financial professionals. Please find below a summary of our latest thematic research, videos, and webinars as we explore the New Normal: Navigating a Post-Pandemic Market.

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Last updated January 21, 2021

LATEST VIDEOS 


Breaking Down the Record Year in ETFs

Published January 6, 2021

 

Outlook 2021

Published December 17, 2020

 

 

LATEST RESEARCH
 

Industrials: A New Normal or Have We Been Here Before?

Published January 19, 2021

We think 2021 is the beginning of a new Industrial sector up-cycle supported by the beginning of recovery from Covid-19. The Purchasing Manager’s Index (PMI) is a valuable leading indicator for the state of an economy, even if it did not predict the Covid-19 driven recession in 2020.


Insurance: Commercial Lines Insurers – An Attractive Economic Recovery Play

Published January 19, 2021

Insurance claims from Covid-19 (estimated at $40-$100 billion) have accelerated and amplified a “turn” in the property-casualty underwriting cycle that was sparked by record catastrophe losses and social inflation. Despite price increases that averaged nearly 12% in the third quarter of 2020, revenue growth remains constrained by the Covid-19 induced recession.

 

MedTech: Stock Picks That Didn’t Work Out in 2020 

Published January 11, 2021

Strong Sell-rated ALGN and Buy-rated BSX were two of our worst MedTech calls in 2020. Demand for ALGN’s clear aligners (i.e., Invisalign) proved to be much more resilient during the pandemic than we or any sell-side analysts had anticipated. Meanwhile, BSX was pressured by its high debt load, high exposure to medical procedure volumes, and weakness in its structural heart business.


EMEA Materials: 2021 to be Driven by Autos 

Published January 11, 2021

The auto market is an important end-user for the EMEA materials industry, and the slowdown in 2020 has drastically impacted its financial performance.


Asia Consumer Electronics: Strong Demand Momentum Unlikely to Sustain

Published January 11, 2021

Sales of consumer electronics rose sharply in Sep-Q as consumers rush to improve quality of life at home amid increased time spent indoors due to the Covid-19 pandemic.

 

Through 2021 An Impressive ETF Lifecyle Continued in 2020

Published January 6, 2021

Nearly one in four of the 300-plus ETFs that launched in 2020 ended the year with more than $50 million in assets. The list includes Global X Telemedicine & Digital Health (EDOC), Invesco NASDAQ QQQ (QQQM), iShares ESG MSCI EM Leaders ETF (LDEM), and Xtrackers MSCI Kokusai ETF (KOKU) that earn high ratings from CFRA.

 

An Investor’s Guide to Bitcoin

Published December 21, 2020

This guide is for investors seeking to understand some of the basics about Bitcoin, particularly what it is, why it is important, and some ways to think about it as a potential investment. It assumes no prior knowledge of Bitcoin and seeks to provide a fair summary of why it may warrant a position in an investment portfolio or why it may not.

 

Energy: The New Normal for Refining Includes Renewable Diesel

Published December 21, 2020

A new Administration and a more urgent tone to climate change are putting wind in the sails for renewable diesel, in our view. Refiners are shifting some of their assets into renewable diesel—taking advantage of current regulatory incentives and making the economics comparable to petroleum, diesel.

 

CFRA WEBINAR

1/27: Hedging Uncertainty for All of 2021

The market volatility investors experienced in 2020 is not likely to end in the new year. Join Todd Rosenbluth, Director of ETF and Mutual Fund Research, CFRA, and Graham Day Vice President of Product & Research, Innovator, as they discuss Defined Outcome ETFs that provide both downside protection using built-in buffers while offering exposure to the S&P 500 and other leading indexes.

 

2/11: Investor's Guide to Bitcoin

What exactly is bitcoin? If you asked yourself this question, then join us for this webinar! During this session, moderated by Ken Leon, CFRA Director of Equity Research, we'll hear from Chris Kuiper, CFRA Equity Analyst, as he provides a crash course on bitcoin.