FactSet Insight

Are "dead" factors just misread? In his latest analysis, Jonas Svallin at FactSet splits value and momentum returns by macroeconomic regime (expansion vs. contraction) rather than treating them as a single blended...

This Article Audio episode covers why the real advantage in AI for banking is how quickly a firm can move from a market signal to a differentiated client point of view without compromising judgment, governance, or...

This Article Audio episode features the August results for U.S. ETF assets under management, flows by asset class and sector, and launches. The content was authored by Lois Gregson, Senior ETF Analyst at FactSet, and...

Given the new U.S. tariff imposed August 22, 2026, on select Canadian goods plus a new additional U.S. tariff proposed to begin January 1, 2027, on Canadian cars, trucks, and auto parts, FactSet Principal Product...

This Article Audio episode features the latest insights on AI from FactSet’s Raquel Svec, VP of API Product Management. In enterprise AI, she says, the competitive differentiator has moved beyond who builds the most...

After rising from 19% to 23% during the quarter, positive EPS surprises have driven the Q2 earnings growth rate for the S&P 500 significantly higher to 47% today. FactSet VP Senior Earnings Analyst John Butters...

Investment industry attention is increasingly turning to the Total Portfolio Approach (TPA). The case for it is, by now, familiar: improved performance and closer alignment with investor goals. However, less has been...

The financial services industry has historically rewarded firms that quickly act on the best information. Today, the differentiator is also who has built the right AI architecture to put that data to work. This Article...

This Article Audio episode features the latest in-depth copper report written by FactSet’s Banu Nadarajah, Research Analyst in Deep Sector Mining & Metals. With copper pushed into fresh record territory and M&A markets...

This Article Audio episode features co-authored analysis of competition in the U.S. fiber broadband market from FactSet’s Guniz Kama, principal content manager for technology, and Sagar Sankhe, TMT deep sector research...

One of the biggest market stories right now is the intersection of booming AI data centers, an aged and overburdened U.S. power grid, supply chain constraints, and private capital’s role in electrification of the...

This Article Audio episode features the June results for U.S. ETF assets under management, flows, and launches along with a spotlight on semiconductor and memory company ETFs. The content was authored by Lois Gregson...

When a dynamic operating environment poses uncertainty across financial markets, scenario analysis and portfolio stress testing can help financial professionals model potential impacts on their investment strategies. In...

After rising from 7.2% to 8.3% during the quarter, positive EPS surprises have driven the Q4 earnings growth rate for the S&P 500 higher to 12.1% today. FactSet VP Senior Earnings Analyst John Butters discusses this...

The numbers are in, and U.S. ETF flows in 2025 tell a nuanced story: active and income-oriented ETFs attracted headlines, but broad, low-cost vanilla strategies still dominated net inflows. Join Lois Gregson, Senior ETF...