FactSet Insight

In this Article Audio: Quantitative analysis on how EPS estimates and actuals are trending, plus historical EPS vs expectations. Authored by John Butters, Vice President and Senior Earnings Analyst. Narrated with an AI voice to listen on the go. View the article and charts at: https://insight.factset.com/sp-500-likely-to-report-earnings-growth-above-35-for-q3 The FactSet Insight podcast is for inf...

This Article Audio episode features September results for U.S. ETF assets under management, flows by asset class and sector, and launches. The content was authored by Lois Gregson, Senior ETF Analyst at FactSet, and narrated with an AI voice for listening on the go. View the article and charts at: https://insight.factset.com/u.s.-etf-monthly-summary-september-2026-results The FactSet Insight podca...

Are "dead" factors just misread? In his latest analysis, Jonas Svallin at FactSet splits value and momentum returns by macroeconomic regime (expansion vs. contraction) rather than treating them as a single blended average. The two factors tell different stories. View the charts and full article: https://insight.factset.com/timing-signal-composites-with-macro-regime-predictions Jonas is Senior Vice...

This Article Audio episode covers why the real advantage in AI for banking is how quickly a firm can move from a market signal to a differentiated client point of view without compromising judgment, governance, or quality and why the workflow, not the AI model, is the moat. The content is authored by Jamil Sheppard, Senior Director of Capital Markets Go-To-Market at FactSet, and it is narrated wit...

This Article Audio episode features the August results for U.S. ETF assets under management, flows by asset class and sector, and launches. The content was authored by Lois Gregson, Senior ETF Analyst at FactSet, and narrated with an AI voice so you can listen on the go. Article URL: https://insight.factset.com/u.s.-etf-monthly-summary-august-2026-results The FactSet Insight podcast is for informa...

Given the new U.S. tariff imposed August 22, 2026, on select Canadian goods plus a new additional U.S. tariff proposed to begin January 1, 2027, on Canadian cars, trucks, and auto parts, FactSet Principal Product Manager of Risk Kristina Bratanova-Cvetanova, CFA, updated her analysis to provide investors with a baseline for testing the potential effects on their investment portfolio values and add...

This Article Audio episode features the latest insights on AI from FactSet’s Raquel Svec, VP of API Product Management. In enterprise AI, she says, the competitive differentiator has moved beyond who builds the most powerful models to who can connect data, systems, and workflows in a secure and scalable architecture, turning fragmented information into intelligence that drives better decisions. In...

After rising from 19% to 23% during the quarter, positive EPS surprises have driven the Q2 earnings growth rate for the S&P 500 significantly higher to 47% today. FactSet VP Senior Earnings Analyst John Butters discusses the exceptional EPS surprises from Alphabet and Amazon, overall growth for the index, sector performance, mentions of oil and the Middle East on earnings calls, expectations f...

Investment industry attention is increasingly turning to the Total Portfolio Approach (TPA). The case for it is, by now, familiar: improved performance and closer alignment with investor goals. However, less has been said about what must be true inside an asset owner’s or wealth manager’s organization before that uplift can be fully captured. In this Article Audio episode, written by Principal Pro...

The financial services industry has historically rewarded firms that quickly act on the best information. Today, the differentiator is also who has built the right AI architecture to put that data to work. This Article Audio episode discusses AI architecture, including three questions every tech decision maker should be asking, the FactSet Intelligence layered approach to advance AI capabilities a...

This Article Audio episode features the latest in-depth copper report written by FactSet’s Banu Nadarajah, Research Analyst in Deep Sector Mining & Metals. With copper pushed into fresh record territory and M&A markets running hot, should developers buy or build projects to meet the demand for more supply? Banu cuts through the noise to answer that key question. He also highlights both bui...

This Article Audio episode features co-authored analysis of competition in the U.S. fiber broadband market from FactSet’s Guniz Kama, principal content manager for technology, and Sagar Sankhe, TMT deep sector research specialist. They highlight key joint venture announcements and the potential implications, including the growth of fiber subscribers, Q1 earnings and the outlook, cable’s shrinking...

One of the biggest market stories right now is the intersection of booming AI data centers, an aged and overburdened U.S. power grid, supply chain constraints, and private capital’s role in electrification of the economy. In this episode, host Jamil Sheppard, Director of FactSet's Content Intelligence Lab, is joined by Olafur Oddsson Cricco, Power Analyst at FactSet, and Mark Lewis, Managing Direc...

This Article Audio episode features the June results for U.S. ETF assets under management, flows, and launches along with a spotlight on semiconductor and memory company ETFs. The content was authored by Lois Gregson, Senior ETF Analyst at FactSet, and narrated with an AI voice so you can listen on the go. Article URL: https://insight.factset.com/u.s.-etf-monthly-summary-june-2026-results The Fact...

When a dynamic operating environment poses uncertainty across financial markets, scenario analysis and portfolio stress testing can help financial professionals model potential impacts on their investment strategies. In this episode, FactSet Principal Product Manager of Risk Kristina Bratanova-Cvetanova, CFA, discusses how to determine the appropriate shock factors, the use of historical scenarios...

After rising from 7.2% to 8.3% during the quarter, positive EPS surprises have driven the Q4 earnings growth rate for the S&P 500 higher to 12.1% today. FactSet VP Senior Earnings Analyst John Butters discusses this fifth straight quarter of double-digit growth for the index along with sector performance, domestic vs. international exposure, net profit margins, the increase in AI discussions o...

The numbers are in, and U.S. ETF flows in 2025 tell a nuanced story: active and income-oriented ETFs attracted headlines, but broad, low-cost vanilla strategies still dominated net inflows. Join Lois Gregson, Senior ETF Analyst at FactSet, and her guest Elisabeth Kashner, VP Director of Global Fund Analytics at FactSet, in this illuminating conversation. Elisabeth discusses the core theme of her p...

A number of macro trends are shaping credit and fixed income markets, including the growth of private credit, tight valuations, potential changes in Fed leadership and monetary policy, the end of quantitative tightening, persistent inflation, and new yield-seeking investment vehicles. What could these trends mean for the steepener trade? Listen in to our episode host Matt Barnes, Mid Office Specia...

Since President Trump issued his executive order titled “Democratizing Access to Alternative Assets for 401(k) Investors” on August 7, 2025, a top question is what happens next. In this episode we discuss how regulatory change, data transparency, and deal innovation are converging to reshape private market access for both institutions and individual investors. Listen in and stay updated on this im...

Growth is a top theme at this stage of the earnings season. FactSet VP Senior Earnings Analyst John Butters discusses the continued climb of the S&P 500 Q3 earnings growth rate, company beats, sector performance, net profit margin (near record-high levels), and EPS estimates for the next three quarters. John also highlights the number of mentions of tariffs, uncertainty, and government shutdow...

How are financial firms using data, cloud, and AI to boost productivity and decision-making? In this episode of The Cloud View, Chris Ellis, FactSet’s Global Head of Strategic Initiatives and Partnerships, sits down with Junta Nakai, Databricks Global Head of Financial Services and Sustainability, to break down key strategies for modernizing data infrastructure and adopting AI-driven workflows, sh...

As wealth management firms have scaled for growth over the years, many have accumulated numerous best-in-class technology solutions. That has resulted in unwieldy tech stacks, too many vendors, and disconnected systems. Join FactSet VP of Wealth Product Development Dan Vento and his guest, Greg King, FactSet Senior Director, Head of Wealth Management, for their discussion on streamlined tech for f...

FactSet VP Senior Earnings Analyst John Butters discusses S&P 500 Q2 earnings growth rates, sector performance, and highlights among the Magnificent 7. John also highlights the rate of S&P 500 companies discussing tariffs, uncertainty, and recession on earnings calls for Q2 relative to Q1 and analyst outlooks for the next three quarters and CY2025. Recorded August 5 at 12:00 pm ET. The Fac...

With the passage of new laws in Congress and anticipated implementation by regulatory agencies in the coming months, Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, discusses policy and legislative procedure with her guest Hugh Halpern, Director of the U.S. Government Publishing Office and former senior leadership and committee parliamentarian in the U.S. House...

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 investor...