More BRICS in the Wall: Analyzing the Effect of Currency Choice on Fund Performance
In light of the recent BRICS summit and the group’s goal of de-dollarization, we explored the effects of currency choice on...
Looking Ahead to Bank Earnings Season
Bank stocks underperform into earnings season: Both the BKX and KRX materially underperformed performed the S&P 500 in the last...
Infrastructure Underperformance and Potential Growth Drivers
The infrastructure asset class has had a tough period against leading indices since the Covid pandemic began. We look at several...
Bank Stocks Outperform Ahead of Earnings
Bank stocks outperform: For both the week and 3Q23 overall, both the BKX and KRX outperformed the S&P 500. Early earnings...
Data Strategies to Prepare Portfolios for Volatility
It’s that time of year. The kids are back in school, the summer heat has given way to cool breezes, pumpkin spice is out in full...
US Mergers & Acquisitions Monthly Review: August 2023
U.S. M&A deal activity increased in August, going up 7% with 1,136 announcements compared to 1,062 in July. Aggregate M&A...
Bank Stocks Down, M&A Flat, Credit Costs Rising
• Rough week for bank stocks: While the S&P fell 2.9%, the KBW Bank Index was down 4.6% and the KBW Regional Bank Index dropped...
Down and to the Right: Assessing Western Europe Alternatives by Investment Style
After a recent portfolio monitoring client win in Spain, we decided to review Western Europe for this month’s analysis on...
The Supply and Demand Dynamics of Energy Transition Metals: Past Performance and Future Requirements
Forward-looking projections for metal demand and production growth warrant a look at historical performance to understand and...
China’s Evolving Property Crisis and Stress Test Scenarios
Deterioration in the credit profiles of the largest and most leveraged of China’s real estate companies threaten to send the...
Implications of the Hawaii Fires for Utilities, Insurance, and Banking
A look from the perspectives of the utilities, insurance, and banking industries: In this report, FactSet’s Deep Sector team...
U.S. ETF Fee Compression Slows
In the U.S., ETF fee compression slowed dramatically in the first half of 2023. This year in the six months through June 2023,...
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