Second-Highest Number of S&P 500 Companies Issuing Negative EPS Guidance Since Q2 2019
While analysts lowered Q1 earnings estimates for S&P 500 companies by a smaller margin than average, have fewer S&P 500 companies...
SEC Adopts Amendments to the Names Rule under the Investment Company Act of 1940
On September 20, 2023, the U.S. Securities and Exchange Commission (SEC) adopted amendments to Rule 35d‑1 (the “Names Rule”)...
Analysts Made Smaller Cuts Than Average to EPS Estimates for S&P 500 Companies for Q1
Given concerns in the market about a possible economic slowdown or recession, have analysts lowered EPS estimates more than...
In this article we explore the complex hurdles that active portfolio managers encounter and how portfolio optimization is a...
Mines and Mandates: Evaluating Political Risk in Mining
Mining as a global industry is deeply exposed to the politics of the nations in which they operate. However, assessing the...
In FOCUS: 4 Questions for a Fundamental Research Expert and Masterclass Presenter
As a result of working with clients across diverse industries to optimize their investment workflows, Jana Ievins has a panoramic...
Major Chinese Oil Demand Forecasts Could Be Too Bullish
For the last decade, global oil demand growth has been driven by China, but outlooks differ on whether this dynamic will be...
Industry Analysts Project 7% Increase in S&P 500 Price Over the Next 12 Months
After closing at a record-high value yesterday of 5,224.62, where do industry analysts believe the price of the S&P 500 will go...
Arizona's Utility Regulatory Environment: Improving or False Dawn?
Arizona's utility regulatory environment has long been seen as one of the hardest in the country for investor-owned utilities to...
How to Select a Portfolio Optimizer that Supports Your Investment Priorities
Whether you are a systematic asset manager, an asset owner, or a wealth manager, a portfolio optimizer is a powerful tool to...
U.S. Mergers & Acquisitions Monthly Review: February 2024
U.S. M&A deal activity decreased in February, going down 18.7% with 1,045 announcements compared to 1,285 in January. However,...
Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies Heading Into Q2?
With the start of the second quarter approaching, where are analysts most optimistic and pessimistic in terms of their ratings on...
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