FactSet Insight

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...

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...