FactSet Insight

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. Join FactSet Senior ETF Analyst Lois Gregson and her guest Elisabeth Kashner,...

In our continued discussions on Washington policy, Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, and her guest Rod DeArment, retired partner of the law firm Covington & Burling, take a historical look at how the financial policy process is designed to work. They also bridge to the present in discussions about the current status of the reconciliation proce...

Washington is busy right now. With policymaking at center stage, join Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, and her guest Matt Hoffmann, Practice Co-Head and Financial Services Principal at BGR Group, as they highlight relevant policy efforts underway for the financial services industry. Michele and Matt discuss tariffs and the related court rulings,...

FactSet VP Senior Earnings Analyst John Butters discusses Q1 2025 S&P 500 midseason earnings growth rates, sector performance, and highlights among the Magnificent 7 with MRKT Call hosts Dan Nathan and Guy Adami. John also highlights Q1 earnings call discussions of tariffs and recession, forward EPS guidance, and analyst outlooks for the next four quarters. Recorded May 6 at 12:00 pm ET. The F...

Effective communication is crucial for investor relations professionals. Mark Fasken, Co-Head of Irwin, a FactSet company, spoke with Danielle Collins, Senior Investor Relations Director at Shell, for her insights. Danielle discusses how to successfully communicate complex technical information to diverse investor audiences. She also shares her expertise in adapting communication strategies and bu...

Welcome to The Cloud View, where we sit down with our strategic partners to chat about how cloud technology is transforming the industry. In our inaugural episode, FactSet Head of Strategic Initiatives and Partnerships Chris Ellis welcomes Chris Napoli, Head of Wealth and Asset Management from Snowflake. Together, they break down the complexities of the cloud and share insights and use cases for l...

As Congressional committees formulate proposals to support cryptocurrency and AI innovation in the U.S., they also must contend with cybersecurity risks. Michele Lieber and guest Carole House explain the key elements of those discussions, including the balance between risk and reward. They also highlight the digital payments ecosystem and share considerations for financial executives thinking abou...

Amid news of the potential repeal of the DeFi broker rule, Michele Lieber talks with U.S. Congressman Max Miller about the role of the legislative branch and policy discussions on cryptocurrency taxation, regulation, and innovation. Congressman Miller also announces his work with Senator Cynthia Lummis on a soon-to-be-released crypto legislative proposal and highlights his policy proposals for rec...

The paradigm of humans adapting to computers’ language has now flipped to computers understanding human language and intent. That offers tremendous opportunity for investment bankers to streamline workflows and unlock time for dealmaking and revenue generation. Kate Stepp, Chief Technology Officer, Kendra Brown, Senior Director of Banking and Sell-Side Research, and Michele Lieber, Global Head of...

As generative AI and Large Language Models further develop in computing strength and capabilities, how are financial professionals dealing with hallucinations and accuracy in decision making? That is the focus of this episode. Head of AI and Machine Learning Ryan Roser along with Senior Director of Product Development Collins Dunn discuss how LLMs work, how firms can mitigate accuracy risks, and t...

The recent California wildfires are an example of catastrophic events that cause financial distress for insurance policyholders, insurance companies, and reinsurers. FactSet's Associate Director of Insurance Content Stewart Johnson discusses the implications of these events from the perspective of our three main client types—bankers, sell-side analysts, and portfolio managers. Listen in as he disc...

Recorded Feb. 3 at 2pm ET. FactSet’s VP Senior Earnings Analyst John Butters discusses S&P 500 midseason earnings growth rates, sector performance, and highlights among the Magnificent 7/Fateful 8 with MRKT Call hosts Dan Nathan and Guy Adami. John also sums up the macro factors of a stronger U.S. dollar and tariffs that have been discussed on earnings calls to date. The FactSet Insight podcas...

The annual numbers are in, and what a year for the ETF industry. U.S. ETFs surpassed the $10 trillion AUM mark with record-high flows and a flood of new launches. Active management gained extraordinary popularity and crypto ETFs received their SEC approval, opening the investor floodgates. There was also a resurgence of single stock exposure ETFs. Join Lois Gregson, Senior ETF Analyst at FactSet,...

It’s full speed ahead in the first 100 days with reviews of previous regulations and proposals of new regulations along with selections of new heads of key financial services sector agencies such as the SEC, CFTC, OCC, FDIC, and CFPB. There are also four major deadlines that will drive the Congressional decision-making process throughout this first year of the new administration. Join Michele Lieb...

Given potential for more M&A activity under the new administration and Congress, investment banks that thread AI tools into their workflows can scale their capacity for deals. This AI-generated episode is based on our recent blog article. Listen in as we highlight the challenges for junior bankers along with the benefits of AI and real solutions available today. The FactSet Insight podcast is...

Global capital markets opened a new chapter in 2025 with a mix of possibilities and uncertainties. Today’s AI-generated episode is based on our recent blog article featuring outlooks from several FactSet experts. We highlight their views on what to watch across AI, Washington, ETFs, fixed income, wealth management, utilities, and oil.