Author: FactSet

Video Games, Automakers Top Apple’s Vertical Integration Prospects

Video Games, Automakers Top Apple’s Vertical Integration Prospects

Bryan Adams, Director, FactSet M&A; Matt Vodicka, Associate Product Manager, Core Applications; and Varun Rampall, Associate Product Manager, Research Product Development contributed to this article. [REITs] As 2017 draws to a close, a trend across some of the year’s largest M&A deals has appeared: vertical […]

Cash (Flow) Is King

Cash (Flow) Is King

The insurance industry is all about managing risk, and, for insurance companies, projecting cash flows is an integral part of how they manage that risk. Asset cash flows are affected by many factors, including interest rate movements, economic conditions, and […]

Earnings Insight: Q3’17 By The Numbers [INFOGRAPHIC]

Earnings Insight: Q3’17 By The Numbers [INFOGRAPHIC]

Each week, Earnings Insight offers analysis on critical trends impacting the S&P 500. After an eventful Q3, we’ve compiled some of the most interesting developments Earning Insight covered over the last quarter in an easy-to-digest infographic. Read on to find out […]

Will S&P 500 Report Record-Level EPS In 2018?

Will S&P 500 Report Record-Level EPS In 2018?

For 2018, the bottom-up EPS estimate (which reflects an aggregation of the median EPS estimates for all of the companies in the index) for the S&P 500 is $146.17. If $146.17 is the final number for the year, it will […]

Gaming The System: A Market View Of eSports

Gaming The System: A Market View Of eSports

Ellen Haenszel, Senior Consultant contributed to this article. What do the Milwaukee Bucks, Paris Saint-Germain F.C., and the New York Yankees have in common? Aside from being professional sports teams, all have an active investment in eSports. The term “eSports” describes […]

As GE Restructures, Spin Offs Could Bring Focus

As GE Restructures, Spin Offs Could Bring Focus

On November 13, General Electric held its first investor day under new CEO John Flannery. During the event, Flannery revealed plans for the 125-year-old company to undergo intensive restructuring, which sent the stock price down roughly 7%, the sharpest single-day […]

(Continental) Europe Outperforms In 2017

(Continental) Europe Outperforms In 2017

Six months ago, we highlighted data showing that the eurozone appeared ready to emerge from the economic doldrums. Since then, the outlook for Europe as a whole has improved even more and growth projections have risen accordingly, with just a […]

Fund Flows: The ETF Price War Heats Up

Fund Flows: The ETF Price War Heats Up

For investors, it’s getting easier to make money with ETFs, as issuers keep getting squeezed on costs. This is great news for ETF investors, but hard on the industry. The October story is one of price wars in headline vanilla […]