Tune in to the latest episodes of the FactSet Insight podcast, where FactSet experts deliver timely analysis on two critical sectors: insurance and ETFs. From second-quarter earnings trends to the growing demand for defined-outcome ETFs, these discussions offer actionable insights for financial professionals navigating today’s market landscape.
Listen and follow on Apple Podcasts or Spotify.
With the major insurers reporting second-quarter results, Associate Director of Insurance Content and former equity PM Stewart Johnson shares his latest analysis of the sector for portfolio managers and the sell side.
He highlights the impacts of two persistent macro themes on investment income and combined ratios.
Stewart also discusses the key takeaways from bank earnings calls and what investors should watch near term.
Listen and follow on Apple Podcasts or Spotify.
Given the stock market ups and downs this year, investors and their wealth managers face a classic dilemma: How can you protect portfolios from downside risk and benefit from upside potential?
It’s a tall order, which may be why investor demand for defined outcome ETFs (aka buffer ETFs) has grown significantly this year.
FactSet Senior ETF Analyst Lois Gregson and her guest Elisabeth Kashner, FactSet VP Director of Global Fund Analytics, take a close look at these products and share key considerations for advisors.
Elisabeth also discusses her analysis process for her own real-life asset allocation change to fund a short-term goal, including narrowing down the field of specific defined outcome ETFs and considering the total cost of ownership between the most viable option and a T-bill.
This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or 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.