Thought Leadership
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FactSet’s Sara Potter, VP, Market Analysis, examines the downgrades that have happened in the first six weeks of 2012. Read More >> |
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This week's edition of FactSet Earnings Insight spotlights the S&P 500's results during the Q4 2011 earnings season. Read More >> |
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Analysts are even more optimistic than normal looking back at 2011 and forward to 2012. John Butters, Senior Earnings Analyst, breaks down targets and ratings for analysts looking at the S&P500 going forward. Read More >> |
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Everyone will want a piece of the Facebook IPO, but after all the dust has settled, who are the investors likely to be? Read More >> |
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FactSet Targets & Ratings Monthly Read More >> |
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Apple reported earnings this past Tuesday. What was the impact on the S&P 500's Information Technology sector? Read More >> |
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Halfway through the fourth quarter earnings seasons, the results have been mixed. Who are the the companies announcing earnings results who are also among the most-shorted among investors? Read More >> |
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Who are the top sponsors of shareholder proxy proposals against U.S. companies in 2011? Read More >> |
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This week's edition of FactSet Earnings Insight focuses on the Q4 2011 earnings season. Read More >> |
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Laurence Wormald, Head of Research for SunGard APT, explains how investors can respond to risk, particularly in GIIPS-country companies, as the Euro-tied countries suffer debt woes. Read More >> |
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What does 2012 have in store for M&A? Read six of our predictions. Read More >> |
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John Butters, FactSet's Senior Earnings Analyst, comments on Read More >> |
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This week's FactSet Earnings Insight takes a look at Q4 2011 earnings season. Read More >> |
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Despite predictions for strong holiday sales, today’s December retail sales report from the U.S Census Bureau disappointed. Read More >> |
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FactSet Cash and Investment Quarterly outlines the trends in corporate cash balanaces and quarterly investment activities of companies in the S&P 500 index. Read More >> |
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FactSet Dividend Quarterly gives you an in-depth look into the dividend trends of companies in the S&P 500. Read More >> |
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FactSet Buyback Quarterly examines the current and historical share buyback activity at the company, sector, and index levels for the S&P 500 index. Read More >> |
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FactSet Targets & Ratings Monthly brings you the key metrics on target prices and ratings of the S&P 500. Read More >> |
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Using FactSet’s Ownership 2.0, we can examine investors to discover whether they purchased the 2011 Dow Dog securities in the first quarter of 2011, then, we can compare those purchases/sales to the previous year. Read More >> |
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Read more about the start of earnings season and analyst expectations for companies in the S&P 500 in FactSet Earnings Insight. Read More >> |
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The FactSet Research Desk was established to complement FactSet-sourced data with thought leadership, commentary, and research reports. Subscribe for updates. Read More >> |
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Kenneth Woo takes a look back at the year in private equity. Read More >> |
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FactSet’s Sara Potter, VP, Market Analysis, offers insight on why natural gas prices will stay low through the cold months. Read More >> |
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In this episode, we speak with John Butters, Senior Earnings Analyst, about trends for Q3 Read More >> |
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What are economic and company earnings estimates telling us right now about the path of the U.S. economy and the performance of the stock market? Read More >> |
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In this short video, FactSet discusses the ways in which we continue to serve and improve our offerings for market data. Read More >> |
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In this 10-minute video, learn how FactSet's Security Exposures Analysis provides an advantage for managers looking to examine their exposure to a company, issuer, or group of companies across all or a subset of portfolios. Read More >> |
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In this short video, learn about the growing interest in solutions for risk and compliance. Read More >> |
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In this short video, hear from FactSet leadership on frontier markets vs. emerging markets. Read More >> |
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FactSet’s Sara Potter, VP, Market Analysis, offers insight on how a country's yield curve can be an indicator of economic stability. Read More >> |
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Today Berkshire Hathaway launched a rare share buyback program following an announcement Monday that the company would pay up to 10 percent more than book value for the stock. Who owns now? Read More >> |
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In this episode, we speak to Dimitris Melas about risk premia-based strategies. Read More >> |
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Swiss stocks have seen profits decline, due in part to the strength of the Swiss Franc against the Dollar and Euro. Using FactSet Ownership, we can see who these investors are. Read More >> |
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FactSet’s Sara Potter, VP, Market Analysis, provides perspective on U.S. and European unemployment rates at a time when decisive action is called for. Read More >> |
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Shares in Hewlett-Packard Co. have been climbing back slowly from a six-year low Friday when HP announced it would shut down its mobile business, sell its PC division, and buy software maker Autonomy for $11.7 billion. Read More >> |
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How do the carbon emissions and waste efficiency of the companies in your portfolio impact performance. Our podcast with James Salo, Senior Vice President of Trucost. Read More >> |
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FactSet’s Sara Potter, VP, Market Analysis, examines Brazil’s recent economic gains, as well as the issues plaguing its future growth. Read More >> |
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The IPO of Dunkin' Brands Group Inc. was the biggest of the week. Using FactSet Ownership, we can examine Dunkin’s comparable securities to understand who would be likely investors. Read More >> |
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This week, Billionaire investor Carl Icahn offered to buy Clorox Co. for $10.2 billion. How will external and internal Clorox Co. shareholders respond? Read More >> |
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FactSet’s Sara Potter, VP, Market Analysis, examines the recent aid the IMF has offered to struggling economies. Now, with a change in leadership, can the fund improve global confidence? Read More >> |
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Our podcast with Mike Bruno, Director of Index Research, FTSE. Read More >> |
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FactSet's Sara Potter, VP, Market Analysis, analyzes the ongoing debt crises in Europe, and examines the added pressure specifically placed on the southern European countries - Greece, Ireland, Portugal, and Spain - to reform before accepting additional assistance. Read More >> |
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In this podcast, we talk to Dan Leben of Robert W. Baird and Co. on the ways that advertisers are changing the method and scope of their messages online and in other unexpected ways. Read More >> |
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Helane Becker of Dahlman, Rose & Co., who was ranked a top analyst in The Wall Street Journal's Best on the Street Analysts Survey, covers issues in the airline industry in this brief interview. Read More >> |
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FactSet’s Sara Potter, VP, Market Analysis, examines recent unemployment numbers, and explains what they mean for confidence in today’s job market. Read More >> |
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A follow-up to our December interview with Chris Ellis, FactSet's Director of Analytical Products. Mr. Ellis discusses the ways that clients are using Security Exposures Analysis as a complement to other forms of risk measurement. Read More >> |
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We speak to David Blitzer, the Managing Director and Chairman of the Standard and Poor's Index Committee. Mr. Blitzer examines what we can learn from looking at the historical performance of the S&P 500. Read More >> |
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FactSet's Matt Sakey, Global Director of Research Contribution, speaks with Investorside on how FactSet helps independent research providers connect with more than 43,600 professionals in the global investment community. Read More >> |
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FactSet’s Sara Potter, VP, Market Analysis, examines the European Central Bank’s recent decision to raise interest rates, and how its influence on the value of the dollar is impacting commodity prices. Read More >> |
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Hear from Symposium speakers and representative firms, read a brief recap of event highlights, and learn more about future events. Read More >> |
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FactSet’s Adam Kommel, Research Analyst, analyzes the trends surrounding three-slate proxy fights. Read More >> |
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Interview with Balentine's Chief Investment Officer, Adrian Cronje, addresses the ways in which traditional asset management failed during the crisis, and helps to define the new rules that should dictate a new strategy. Read More >> |
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Kenneth Heinz, President Hedge Fund Research discusses trends in the hedge fund industry, performance dispersion, and the impacts of the credit crisis on hedge funds. Read More >> |
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Read about the recovery and trends of the U.S. public M&A market in 2010. Read More >> |
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FactSet's Sara Potter, Vice President, Market Analysis, explores Japan's current economic situation, examining their credit rating, population, and outlook for the future. Read More >> |
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Standard & Poor's Alka Banerjee, the VP of Global Equities, discusses the impact that manager style, fund size, and other factors impact international small cap performance. Read More >> |
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Interview with Bennett Freeman, Senior Vice President of Sustainability Research at Calvert Investments. Read More >> |
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In less than 15 minutes, FactSet's Chris Ellis explains the nuts, bolts, and must-know facets of security exposure analysis. Read More >> |
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The FactSet Symposium Early Bird rate is expiring on December 15. Register today and save. Read More >> |
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How GM is positioned for its IPO and beyond, plus historical and sector-based context from Morningstar's senior analyst on GM stock. Read More >> |
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Learn more about the latest speakers and topics added to the FactSet Symposium agenda. Read More >> |
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We take a look at information supporting the fact that deals involving private equity buyers have received a disproportionate amount of activist attention. Read More >> |
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FactSet's podcast explains why China and Asia in general dominate the IPO market. Read More >> |
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The A-Team Group and FactSet discuss a solution that brings together four key pieces of FactSet’s data offering to enable parent/child hierarchy tracking for securities. Read More >> |
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Hear from the brighest minds in the industry at FactSet's 2011 Investment Process Symposium. Read More >> |
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Jamie Perrett of FTSE Group tells FactSet how Asia stacks up against global market performance. Read More >> |
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Read about how the rules for the 2011 proxy season. Read More >> |
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Learn how the need for transparency within the financial industry has affected the way asset managers communicate their portfolio data to fund buyers. Read More >> |
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This week on the podcast, we get a perspective on the Chinese economy from the inside. Read More >> |
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Read how FactSet provides excellent coverage of declarable stakes data. Read More >> |
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After the wake of the oil spill in the Gulf of Mexico this spring and summer, will more investors look to green energy and sustainable investments? We discuss opportunities, the impacts of U.S. policy shifts, and more with the Director of Responsible Investment for FTSE Group. Read More >> |
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We speak to Brad Case of NAREIT about why the REIT market has outperformed the private real estate market as well as commercial real estate. Read More >> |
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Why does FactSet's David Mieczkowski believe that injections of money by the Fed will not result in inflation? Read More >> |
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We present our eight greatest clips from the podcast in 2010 to celebrate our 50th episode. Read More >> |
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Our top three must-read papers for risk and portfolio management. Read More >> |
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What makes a Barra different from an Axioma? What gives APT the edge over R-Squared or Northfield? Risk providers tell us what they believe is their greatest competitive advantage. Read More >> |
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Which is a better method for handling the risk of extreme losses? Is MCVaR a necessary measure? Does traditional tracking error analysis still benefit investors? We pose this question to the providers. Read More >> |
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This week on the podcast, hear if representatives Barra, APT, Northfield, Axioma, and R-Squared think one model is sufficient to capture the nuances of risk. Read More >> |
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This week on FactSet's podcast, we asked the risk model providers integrated on the FactSet platform to comment on the importance of horizon length, and to discuss how investors have been changing their approach to long horizon lengths since the market crisis. Read More >> |
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In the second segment of our series, we ask risk providers to answer the question - what impact has the market crisis had on risk modeling? Our featured speakers offer insight into the changes their firms have made to adapt, and how investors can expect providers to respond to the challenges of today's economy. Read More >> |
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FactSet users often ask us about the differences among the various risk model providers. In the past, we have drawn our own conclusions in the eBook "Really, how different are the risk model providers?" But this time, we posed the question to key representatives from APT, Axioma, R-Squared, MSCI Barra, and Northfield. The first conversation in our series addresses whether global models are necessary and if regional and country models play a role. Plus, their thoughts on risk in the emerging markets. Read More >> |
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Analyzing Abacus: Loan-level collateral backing Wall Street's infamous deal
This week on the podcast, FactSet Director of Financial Engineering, Doug Carey, performs a deeper analysis on the characteristics of loans backing the Abacus 2007-AC1 deal. Hear what he learned. Read More >> |
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The CDS market as a predictor: Pointing to heightened interest ahead of market moves
This week on the podcast, we speak with Michal Koblas, Head of Quantitative Research for Credit Market Analysis (CMA). In a recent white paper, CMA highlighted interesting trends about how the CDS market moved during and after the market crisis. Here, CMA speaks in detail about their research and the unique facets of the CDS market. Read More >> |
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E-commerce trends: Why technology and retailers are playing nice, and why it hurts jobs
Richard Hastings, Consumer Strategist at Global Hunter Securities, talks about the increasing IT spend among major retailers. His discussion includes an outlook at how social media influences sales, as well as why the job market suffers when retail IT spend increases. Read More >> |
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How will Fannie and Freddie's buyout of severely deliquent loans impact your portfolio?
On February 10, 2010, Fannie and Freddie announced the repurchase of loans that were more than 120 days deliquent. David discusses how this will impact investors portfolios and the mortgage markets patterns at large. He discusses whether the actions are unprecedented, how they will impact prepayment speeds, and more factors. Read More >> |
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How FactSet Can Help You Conquer Earnings Season
In a live webcast on 3/17, Greg King, Vice President of Market Data and Research Management Solutions at FactSet, showed you how our data and analytics, as well as your proprietary content, can be easily integrated into many different earnings related reports within your workspace. Read More >> |
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Ready for another ratings source? Morningstar enters credit ratings world.
This week on the podcast, FactSet sits down with Michael Hodel, Associate Director at Morningstar. Michael recently had a leading hand in developing the Morningstar credit rating system. Morningstar credit ratings and company research is available on FactSet. Read More >> |
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The March 2010 issue of Flashwire Monthly, FactSet's monthly analysis of M&A intelligence and trends, is now available. Read More >> |
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Read the latest post from FactSet's Taking Risk blog now. Read More >> |
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The world wide investing web: Efficient financial research on the internet
In our conversation with Penny Herscher, President and CEO of FirstRain, we continue the discussion about finding a way to efficiently gather research online. Penny was a recent speaker on FactSet's Spotlight Webseries and will discuss how investors use the internet for valuable research and go over some of the ways to make capturing this research easier. Read More >> |
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In this eBook: The illusion of stability by examining the fallacy of linearity, lessons of 2009, and the logician's trap. Read More >> |
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So you want to manage risk? What to do and what to avoid.
In our latest conversation, FactSet talks with Andrew Kovacs, head of portfolio and quantitiative applications at FactSet's Australia location. Kovacs discusses the most common mistakes firms make when deciding to implement risk, and proposes a framework for what to examine when choosing a system. Read More >> |
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2010: The year ahead in M&A
We sat down to discuss the sectors to watch for M&A activity this year. Along with Arindam Nag and Robert Armstrong, experts from Dow Jones Investment Banker, we discuss possible acquisitions by giants Google and Apple, and look at M&A predictions for 2010. Read More >> |
