This Insight looks at ERCOT’s recent load outlook and presents a case for why Texas is headed towards energy scarcity and an...
This Insight looks at ERCOT’s recent load outlook and presents a case for why Texas is headed towards energy scarcity and an...
Testing Investment Impacts from Rising U.S. Inflation and a Potential Recession
Given U.S. concerns of slowing economic growth and price hikes due to tariffs, in this article we perform a scenario analysis for...
Portfolio Scenario Analysis and Stress Testing in Tariff Conditions
We added two base thematic stress tests for clients to run their specific assumptions and evaluate their investment strategies...
U.S. Mergers & Acquisitions Monthly Review: March 2025
U.S. M&A deal activity decreased in March, going down 5.9% with 892 announcements compared to 948 in February.
Are “Magnificent 7” Companies Still Top Contributors to Earnings Growth for the S&P 500 for Q1?
The top 5 contributors to year-over-year earnings growth for the S&P 500 for Q1 (in order of contribution) are Bristol Myers...
S&P 500 Earnings Season Update: April 17, 2025
At this early stage, the first quarter earnings season for the S&P 500 is off to a weaker start than average compared to...
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Gas vs. Coal: The Impact of Volatile Natural Gas Prices on Power
This Insight examines how volatile natural gas prices affect coal-to-gas and gas-to-coal switching and why that dynamic has been...
Do Green Bonds Mitigate Climate Transition Risks for Investors?
Green bonds have emerged as a growing debt instrument for some asset managers with estimates of more than $2 trillion in issuance...
New Guyana FIDs May Still Happen in a Lower Oil Price Environment
This Insight discusses how recent oil-price weakness may not delay Guyana oil project FIDs, as ExxonMobil has made FID in this...
Ahead of the Curve: Comparing Decade-Old Buyout Funds to Other Strategies
To understand how these vintages are shaking out a decade on, we’re analyzing the dispersion of IRRs across different performance...
Impacts on U.S. Natural Gas Demand from Blue Hydrogen Projects
Utilizing data from BTU Analytics, this Insight explores incremental natural gas demand associated with new blue hydrogen...
Will S&P 500 Companies Withdraw EPS Guidance for 2025?
To answer the question, FactSet searched for comments on annual EPS guidance in the earnings releases, presentations, and...
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