Were you aware that the total amount of corporate debt outstanding has soared by nearly 230% over the past decade? At the end of 2007 there was approximately $3.3 trillion in debt outstanding with a rating from S&P; $2.3 trillion […]
Author: FactSet
Dealing With Data Overload In The Performance Workflow
As discussed in my previous posts, to meet the demands of the future, the performance measurement team must reconsider many of its longstanding hiring and technology approaches. However, yet another challenge comes from a team’s management of data, the volume […]
Labor Shortages Are Not Leading To Higher Wages
Last week’s December Employment Situation release showed continued job market strength as we ended 2017. However, the December increase in nonfarm payrolls disappointed, with just 148,000 jobs added during the month, below expectations for an 189,000 increase and the slowest […]
Smallest Cuts To EPS Estimates Since 2010 For S&P 500 Companies
During the fourth quarter, analysts lowered earnings estimates for companies in the S&P 500 for the quarter. The Q4 bottom-up EPS estimate (which is an aggregation of the median EPS estimates for all the companies in the index) dropped by […]
Four Considerations For Managing Passive Investing’s Impact On Asset Allocation
Traditional asset allocation models focus on diversification across asset classes or sectors, with a goal of maximizing risk-adjusted return. However, maximizing excess return is fundamentally an active management decision. The influx of passive products changes that dynamic and the way […]
S&P 500 Energy, Materials, Tech Sectors See Highest Earnings Growth In 2017
As of today, the estimated earnings growth rate for the S&P 500 for calendar year 2017 is 9.6%. If 9.6% is the final growth rate for the year, it will mark the highest annual earnings growth for the index since […]
![Four Things HNWIs Want From A Wealth Manager [Infographic]](https://d2wsh2n0xua73e.cloudfront.net/wp-content/uploads/2017/12/Things-HNWIs-Want-From-A-Wealth-Manager-F-270x200.jpg)
Four Things HNWIs Want From A Wealth Manager [Infographic]
In 2017, FactSet and Scorpio Partnership surveyed more than 1,100 HNW and UHNW individuals globally to determine whether the existing frameworks for understanding and measuring risk in the advisory relationship are sufficient. Our research shows that market volatility, a lack of […]
![Four Ways To Win With Active Management [Infographic]](https://d2wsh2n0xua73e.cloudfront.net/wp-content/uploads/2017/12/Active-Management-270x200.jpg)
Four Ways To Win With Active Management [Infographic]
The rate of fund flows into passive investment options continues to accelerate. So what’s an active manager to do? This infographic lays out four strategies managers can use to demonstrate their value and effectively compete in an increasingly passive market. […]
A Literary Interpretation Of 2017’s M&A Trends And 2018’s Prospects
In 2016 we discussed Brexit, Buyouts, and Berkshire, which made for a succinct year-end summary, particularly for fans of alliteration. Those three Bs also fit the themes of the year and subsequent transition to 2017 rather well. This year, however, […]
A Tale Of Two (OK, Three) Fixed Income Markets
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness…it was the spring of hope, it was the winter of despair…” – Charles Dickens [REITs] I […]
