Record Number of S&P 500 Companies issuing Positive EPS Guidance for Q1, Led By Tech
There were an unusually high number of companies issuing positive EPS guidance in the Information Technology sector this quarter.
The Heartbeat of ETF Tax Efficiency Part Three: Trade Forensics
We deep dive into the forensic evidence of the returns rebalance slippage, generating a market impact estimate for a...
Hunting for Rotten Easter Eggs in Your Fixed Income Portfolio
How do fixed income investors apply the lessons of Q1 to the remainder of 2018?
Record-High Increase in S&P 500 EPS Estimates for Q1 and CY 2018
This increase marked the largest increase in the annual EPS estimate for the index over the first three months of the year since...
Do Mega Deals Actually Benefit Buyer Shareholders?
Buyers don't necessarily make large strategic acquisitions to move their share prices, but the acquisitions are generally pitched...
How Have Analysts Performed in Terms of Their Ratings over the Past Year?
S&P 500 companies with Lowest % of Buy ratings have underperformed over last 12 months.
Where are Analysts Most Optimistic with Their S&P 500 Stock Ratings in Q1?
Technology, Health Care, and Energy see the highest % of buy ratings.
The Heartbeat of ETF Tax Efficiency Part Two: Knowing the Players
How ETFs’ tax efficiency comes from the ability to trim positions via in-kind redemptions.
Are Firms Moving Fast Enough with Their System Integration Projects?
The buy side aspires to be more streamlined and automated in its trading workflow, what does its path forward look like?
Wealth Management with a Digital Touch that’s Surprisingly Human
This evolution means that to meet the needs of their increasingly tech-savvy clients, private banks must turn to digital...
S&P 500 Companies with More Global Exposure Projected to Report Higher Sales Growth in Q1
For companies that generate more than 50% of sales inside the U.S., the earnings growth rate is 16.1%.
N-PORT: How a Delay in Onerous New Rules Actually Leads to More Work
This article provides a gentle introduction to Form N-PORT and looks at the impact that the recent delay to its commencement will...
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