FactSet Insight

FactSet

FactSet Insight aims to help the financial community understand trends, solve issues, and capitalize on opportunities. We provide timely discussions on macro themes and industry topics relevant to the buy-side and sell-side as well as wealth managers, private equity firms, and corporations. This includes S&P 500 midseason earnings analysis, perspective on Washington DC activities relevant to the financial sector, and AI developments to supercharge workflows.

  1. Stress Testing Investment Strategies: Combining Historical Data and Projected Assumptions

    17 MAR

    Stress Testing Investment Strategies: Combining Historical Data and Projected Assumptions

    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 this episode, FactSet Principal Product Manager of Risk Kristina Bratanova-Cvetanova, CFA, discusses how to determine the appropriate shock factors, the use of historical scenarios and data, and incorporation of your own assumptions to assess portfolio risk and potential outcomes. Recorded March 17, 2026, at 10:00 a.m. ET. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    17 min
  2. S&P 500 Q4 Earnings Update

    4 FEB

    S&P 500 Q4 Earnings Update

    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 fifth straight quarter of double-digit growth for the index along with sector performance, domestic vs. international exposure, net profit margins, the increase in AI discussions on Q4 earnings calls, and analyst expectations for earnings growth in 2026. Recorded February 4, 2026, at 12:00 pm ET. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    17 min
  3. ETF Investors’ Identity Crisis

    28 GEN

    ETF Investors’ Identity Crisis

    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 Analyst at FactSet, and her guest Elisabeth Kashner, VP Director of Global Fund Analytics at FactSet, in this illuminating conversation. Elisabeth discusses the core theme of her popular annual market analysis along with the notable (and evolving) dynamics for AUM, flows, asset classes, fees, risk, and investment strategies. Lois also highlights Canadian ETF trends. This episode was recorded on January 26, 2026. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    19 min
  4. Does the Steepener Trade Still Have Room to Run?

    02/12/2025

    Does the Steepener Trade Still Have Room to Run?

    A number of macro trends are shaping credit and fixed income markets, including the growth of private credit, tight valuations, potential changes in Fed leadership and monetary policy, the end of quantitative tightening, persistent inflation, and new yield-seeking investment vehicles. What could these trends mean for the steepener trade? Listen in to our episode host Matt Barnes, Mid Office Specialist, and Pat Reilly, SVP, Senior Director of Mid Office Americas, as they discuss the current market landscape and implications for yield-curve positioning. This episode was recorded on November 6, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    15 min
  5. Private Markets Go Public: A New Era for Alternative Assets

    20/11/2025

    Private Markets Go Public: A New Era for Alternative Assets

    Since President Trump issued his executive order titled “Democratizing Access to Alternative Assets for 401(k) Investors” on August 7, 2025, a top question is what happens next. In this episode we discuss how regulatory change, data transparency, and deal innovation are converging to reshape private market access for both institutions and individual investors. Listen in and stay updated on this important sector with host Jamil Sheppard, Head of the FactSet Content Intelligence Lab; Michele Lieber, FactSet Global Head of Government Affairs & Regulatory Strategy; Kendra Brown, FactSet Senior Director of Banking & Sell-Side Research; and Brooks McFeely, Founder & Chief Executive of MT Newswires, a FactSet partner firm.   This episode was recorded on November 18, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    21 min
  6. S&P 500 Q3 Earnings Update

    05/11/2025

    S&P 500 Q3 Earnings Update

    Growth is a top theme at this stage of the earnings season. FactSet VP Senior Earnings Analyst John Butters discusses the continued climb of the S&P 500 Q3 earnings growth rate, company beats, sector performance, net profit margin (near record-high levels), and EPS estimates for the next three quarters. John also highlights the number of mentions of tariffs, uncertainty, and government shutdown on earnings calls. Recorded November 5 at 12:00 pm ET. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    11 min
  7. Modernizing Financial Data and AI with Databricks

    29/10/2025

    Modernizing Financial Data and AI with Databricks

    How are financial firms using data, cloud, and AI to boost productivity and decision-making? In this episode of The Cloud View, Chris Ellis, FactSet’s Global Head of Strategic Initiatives and Partnerships, sits down with Junta Nakai, Databricks Global Head of Financial Services and Sustainability, to break down key strategies for modernizing data infrastructure and adopting AI-driven workflows, sharing critical insights shaping digital transformation across the industry. If you are ready to transform your firm's approach to data and AI, watch now to gain insights that will help you make more informed decisions about your technology roadmap and strategies. This episode was recorded on October 6, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    38 min
  8. The Wealth Trifecta: Tech, Private Markets, and AI

    20/10/2025

    The Wealth Trifecta: Tech, Private Markets, and AI

    As wealth management firms have scaled for growth over the years, many have accumulated numerous best-in-class technology solutions. That has resulted in unwieldy tech stacks, too many vendors, and disconnected systems. Join FactSet VP of Wealth Product Development Dan Vento and his guest, Greg King, FactSet Senior Director, Head of Wealth Management, for their discussion on streamlined tech for financial advisors and clients, the new potential for private market investments, and the use of AI to deepen client relationships and grow net inflows.   This episode was recorded on October 17, 2025. The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet. © FactSet Research Systems Inc. All rights reserved.

    16 min
Elenco completo (27)

Descrizione

FactSet Insight aims to help the financial community understand trends, solve issues, and capitalize on opportunities. We provide timely discussions on macro themes and industry topics relevant to the buy-side and sell-side as well as wealth managers, private equity firms, and corporations. This includes S&P 500 midseason earnings analysis, perspective on Washington DC activities relevant to the financial sector, and AI developments to supercharge workflows.

Informazioni

  • Creatore
    FactSet
  • Anni di attività
    2025 - 2026
  • Puntate
    27
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © Copyright 2026 FactSet
  • Sito web del podcast
    FactSet Insight

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