Yield Inversions, ESG, and Tariffs: FactSet's 2018 Year in Review
Our experts weigh in on the trends of 2018.
The Revenge of Traditional Investment Research and the Persistence of Financial Anomalies
hether these return patterns reflect reward for bearing risk or whether they are reliable sources of true alpha, they have...
S&P 500 Companies with Lowest Percent of Buy Ratings Are Top Performers in 2018
To analyze the performance, FactSet divided the stocks that were in the S&P 500 on December 31, 2017 into five equal-sized groups...
The Future of Quantitative Analysis: Data Sources
In this series FactSet has partnered with Coleman Parkes to survey Heads/Directors/VPs of Quantitative Analysis, Senior...
Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies For 2019?
Overall, there are 11,136 ratings on stocks in the S&P 500. Of these 11,136 ratings, 53.9% are Buy ratings, 40.8% are Hold...
In Risk Management, Fear Is a Step to Investment Wisdom
Fears are the manifestations of those uncertainties and risks that we fail to evaluate well and which we cannot monitor or...
Do Industry Analysts Believe the S&P 500 Will Close Above 3000 at the End of 2019?
How accurate have industry analysts been in predicting the final value of the S&P 500?
Do Industry Analysts Predict the S&P 500 Will Report Record-High EPS in 2019?
Analysts overestimated the final value in 14 of the 20 years and underestimated the final value in the other six years.
ESG and the Evolution of the Research Process
As more and more corporate sustainability information flows into the market (and as its material value is better understood),...
Wealth Management: Capitalizing on the Transformational Potential of New Technology
Wealth management firms should assess which functionality will nudge costly-to-serve customers to do more wealth management...
Which Factors May Negatively Impact Revenue and Earnings Growth in Q4?
Given the many concerns in the market, did companies in the Dow 30 discuss specific factors that had a negative impact on their...
Largest Cuts to S&P 500 EPS Estimates Since Q1 2017
During the past five years (20 quarters), the average decline in the bottom-up EPS estimate during the first two months of a...
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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.