The Investable Implications Of Net Neutrality’s Rise And Fall
Madeline Susa, Consulting Manager, also contributed to this post On December 14th, the Federal Communications Commission voted in favor of a … Read more
Madeline Susa, Consulting Manager, also contributed to this post On December 14th, the Federal Communications Commission voted in favor of a … Read more
U.S. M&A deal activity decreased in December, down 18.8% with 776 announcements compared to 956 in November. Aggregate M&A spending … Read more
During the past week, the blended earnings growth rate for the S&P 500 for Q4 declined by more than 10 … Read more
Over the past five years, Amazon has crowned itself the king of internet retail, disrupting multiple industries in the process … Read more
2017 saw investors once again leaving traditional active managers and turning to passive investments, mostly ETFs. Not just any ETFs, … Read more
Were you aware that the total amount of corporate debt outstanding has soared by nearly 230% over the past decade? … Read more
As discussed in my previous posts, to meet the demands of the future, the performance measurement team must reconsider many … Read more
Last week’s December Employment Situation release showed continued job market strength as we ended 2017. However, the December increase in … Read more
During the fourth quarter, analysts lowered earnings estimates for companies in the S&P 500 for the quarter. The Q4 bottom-up … Read more
Traditional asset allocation models focus on diversification across asset classes or sectors, with a goal of maximizing risk-adjusted return. However, … Read more
As of today, the estimated earnings growth rate for the S&P 500 for calendar year 2017 is 9.6%. If 9.6% … Read more
In 2017, FactSet and Scorpio Partnership surveyed more than 1,100 HNW and UHNW individuals globally to determine whether the existing frameworks … Read more
The rate of fund flows into passive investment options continues to accelerate. So what’s an active manager to do? This … Read more
In 2016 we discussed Brexit, Buyouts, and Berkshire, which made for a succinct year-end summary, particularly for fans of alliteration. … Read more
“It was the best of times, it was the worst of times, it was the age of wisdom, it was … Read more