The Heartbeat Of ETF Tax Efficiency
ETFs are known for tax efficiency, particularly around annual capital gains distributions. Their in-kind redemption process allows for the washing out of appreciated stock positions….
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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…
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….
ETFs Offer Magic For The Holidays: Freedom From Pass-Through Capital Gains Taxes
Year end is the perfect time to consider the advantages of the ETF structure over traditional mutual funds. The creation/redemption mechanism that differentiates ETFs from…
Examining Fitbit’s Holiday Sales Prospects With A Symbology Framework
Today’s analysts, be they quantitative or fundamental, are presented with endless amounts of alternative data that can deliver insights never before possible. Whether it be…
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…
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…
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…
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…
(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…
For Q3, The Average Diff Between Non-GAAP & GAAP EPS for 70% of DJIA Firms Was 284.1%
While all publicly traded U.S companies report EPS on a GAAP (generally accepted accounting principles) basis, many U.S. companies also choose to report EPS on…
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…
Factor-Based Investing In The Corporate Bond Market
Being an asset owner is hard! Plan management and risk oversight (by itself a nebulous and often thankless task) can dominate the agenda, leaving investment…
Rust Belt Cities Could Win Big from Amazon’s HQ2
On September 7, Amazon announced that it is searching for a location for a second corporate headquarters (HQ2) in North America and would be accepting…
China’s Food Crisis Is An Opportunity For U.S. Beef
The world’s population is exploding at a precipitous rate, on track to grow by two billion people over the next 40 years. Population growth is…