How Have Analysts Performed Relative to Their Stock Ratings?
To analyze the performance, we divided the stocks that were in the S&P 500 on June 30, 2017 into five equal-sized groups.
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Where Are Analysts Most Optimistic on Ratings for the S&P 500 for Q2?
At the sector level, analysts are most optimistic on the Information Technology (59%), Health Care (59%), and Energy (59%)...
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The Heartbeat of ETF Tax Efficiency: Leaving Cash on the Trading Floor
Tax efficiency plus low fees make ETFs attractive investment vehicles.
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How Technology Will Keep the Active Manager From Becoming Obsolete
There is today, and there certainly will be in the future, a place for both passive management and active management.
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[Video] Q1 2018 Earnings Season: Key Takeaways
John Butters, Senior Earnings Analyst at FactSet, discusses three key takeaways from the first quarter earnings season for the...
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The Impact of Tariffs on Foreign Steel Producers and Their U.S. Customers
In order to understand the potential market and economic impact, we looked at non-U.S. steel manufacturers, their U.S....
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Will S&P 500 Companies With Higher Global Exposure See Lower Earnings Growth in Q2?
S&P 500 companies with higher global revenue exposure are expected to outperform S&P 500 companies with lower global revenue...
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How Do Regional Attitudes Influence Technology Adoption in Wealth Management?
It has become incumbent upon wealth managers to incorporate technology to enhance their strategies.
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Fixed Income Attribution: The Edge Is in the Data
In the world of fixed income securities and data, a minor change can result in millions of dollars in cost differential.
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How Would Higher U.S. Auto Tariffs Impact the Global Auto Industry?
Auto imports may be the next trade target of the Trump administration.
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Q2 Sees Second Largest Increase in S&P 500 EPS Estimate Since 2011
During the past 15 years, the bottom-up EPS estimate has recorded an average decline of 2.9% during the first two months of a...
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Three Ways to Ensure You’re Using Futures Effectively in a Passive Portfolio
Wherever possible we want to attribute the impact of futures to the manager’s intended purpose and the elements within the...
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