Insights

Independent analysis supporting portfolio construction, risk management, and capital allocation decisions.

Research Philosophy

Research is the foundation of RFA's investment decisions. Every portfolio action—entry, exit, sizing, hedging—is informed by analysis. Insights are developed to support alpha generation, manage risk, and inform strategic and tactical positioning. RFA does not publish research for visibility. Research exists to guide capital deployment.

All Research & Insights

Breakfast Paper

RFA Breakfast Paper - May 28, 2026

May 29, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 25, 2026

May 26, 20261 min read

Weekly Report

Global Weekly Fixed-Income Report - May 22, 2026

May 25, 20263 min read

Breakfast Paper

Global Weekly Equities Report - May 22, 2026

May 25, 20263 min read

Breakfast Paper

RFA Breakfast Paper - May 22, 2026

May 25, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 21, 2026

May 22, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 20, 2026

May 21, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 19, 2026

May 20, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 18, 2026

May 19, 20261 min read

Weekly Report

Global Weekly Fixed Income Report

May 18, 20263 min read

Weekly Report

Global Weekly Equities Report

May 18, 20263 min read

Breakfast Paper

RFA Breakfast Paper - May 15, 2026

May 18, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 14, 2026

May 15, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 13, 2026

May 14, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 12, 2026

May 13, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 11, 2026

May 12, 20261 min read

Weekly Report

Global Weekly Fixed Income Report

May 11, 20263 min read

Weekly Report

Global Weekly Equities Report

May 11, 20263 min read

Breakfast Paper

RFA Breakfast Paper - May 8, 2026

May 11, 20261 min read

Monthly Report

Global Monthly Fixed Income Report - April, 2026

May 8, 20263 min read

Monthly Report

Global Monthly Equities Report - April, 2026

May 8, 20263 min read

Breakfast Paper

RFA Breakfast Paper - May 7, 2026

May 8, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 6, 2026

May 7, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 5, 2026

May 6, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 4, 2026

May 5, 20261 min read

Breakfast Paper

RFA Breakfast Paper - May 1, 2026

May 4, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 29, 2026

Apr 30, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 28, 2026

Apr 29, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 27, 2026

Apr 28, 20261 min read

Weekly Report

Global Equities Report

Apr 27, 20263 min read

Weekly Report

Global Weekly Fixed Income Report

Apr 27, 20263 min read

Breakfast Paper

RFA Breakfast Paper - April 24, 2026

Apr 27, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 23, 2026

Apr 24, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 22, 2026

Apr 23, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 21, 2026

Apr 22, 20261 min read

Weekly Report

Global Equity Report

Apr 21, 20262 min read

Weekly Report

Global Fixed Income Report

Apr 21, 20262 min read

Breakfast Paper

RFA Breakfast Paper - April 20, 2026

Apr 21, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 17, 2026

Apr 20, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 16, 2026

Apr 17, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 15, 2026

Apr 16, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 14, 2026

Apr 15, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 13, 2026

Apr 14, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 10, 2026

Apr 13, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 9, 2026

Apr 10, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 8, 2026

Apr 9, 20261 min read

Breakfast Paper

RFA Breakfast Paper - April 1, 2026

Apr 2, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 31, 2026

Apr 1, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 30, 2026

Mar 31, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 27, 2026

Mar 30, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 26, 2026

Mar 27, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 25, 2026

Mar 26, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 24, 2026

Mar 25, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 23, 2026

Mar 24, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 17, 2026

Mar 18, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 16, 2026

Mar 17, 20261 min read

Breakfast Paper

RFA Breakfast Paper - March 13, 2026

Mar 16, 2026

Breakfast Paper

RFA Breakfast Paper- Mar 12, 2026

Mar 13, 2026

Breakfast Paper

RFA Breakfast Paper- March 11, 2026

Mar 12, 2026

Breakfast Paper

RFA Breakfast Paper- March 10, 2026

Mar 11, 2026

Breakfast Paper

RFA Breakfast Paper

Mar 10, 2026

Breakfast Paper

RFA Breakfast Paper

Mar 9, 2026

Breakfast Paper

RFA Breakfast Paper

Mar 6, 2026

Breakfast Paper

RFA Breakfast Paper

Mar 4, 2026

Breakfast Paper

RFA Breakfast Paper

Mar 3, 2026

Outlook Report

RFA 2026 Outlook Report

Mar 1, 2026

Breakfast Paper

RFA Breakfast Paper

Feb 27, 2026

Breakfast Paper

RFA Breakfast Paper

Feb 26, 2026

Breakfast Paper

Jan 30th Breakfast Paper

Feb 7, 20261 min read

Breakfast Paper

Jan 28th Breakfast Paper

Feb 7, 20261 min read

RFA Capital Advisors partners with clients who expect discipline, transparency, and performance. If this aligns with your investment philosophy, we welcome the conversation.

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