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.
Read More
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%)...
Read More
The Heartbeat of ETF Tax Efficiency: Leaving Cash on the Trading Floor
Tax efficiency plus low fees make ETFs attractive investment vehicles.
Read More
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.
Read More
Insight/Author%20Bios/John-Adam.jpg?t=1529355765093)
[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...
Read More
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....
Read More
Insight/Author%20Bios/AlyMazzie.jpg?t=1529355765093)
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...
Read More
How Do Regional Attitudes Influence Technology Adoption in Wealth Management?
It has become incumbent upon wealth managers to incorporate technology to enhance their strategies.
Read More
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.
Read More
How Would Higher U.S. Auto Tariffs Impact the Global Auto Industry?
Auto imports may be the next trade target of the Trump administration.
Read More
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...
Read More
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...
Read More
Insight/Author%20Bios/Drew%20Cronin%20Insight.jpg?t=1529355765093)
Leave a comment