Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies for Q2 2019?
Overall, there are 10,456 ratings on stocks in the S&P 500. Of these 10,456 ratings, 52.9% are Buy ratings, 41.0% are Hold...
The Heartbeat of ETF Tax Efficiency: Leaving Cash on the Trading Floor
Tax efficiency plus low fees make ETFs attractive investment vehicles.
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.
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. customers...
How Do Regional Attitudes Influence Technology Adoption in Wealth Management?
It has become incumbent upon wealth managers to incorporate technology to enhance their strategies.
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.
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...
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...
The Dodd-Frank Rohrschach Test: Repeal, Rollback, or Reinforcement?
Supporters of the rollback have touted these elements as a victory for small to mid-size regional and community banks.
How Shipping Manifests Can Detail Veiled Relationships
Examining the sources of imported oil down to individual countries, companies, and even oil fields, provides valuable insights...
For Those Watching, Sentiment Data Warned of Facebook Woes
With the help of sentiment data, savvy investors may have avoided Facebook’s nearly 18% price drop between March 16 and 27 of...
FIX Protocol Enables Pre-Trade Allocation
The ability to transmit pre-allocation information natively via FIX is already creating efficiencies in the order-execution...
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