Asset Allocation
Which Allocators Are Most Invested in ETFs?
A handful of corporate plans, foundations and endowments are all-in on exchange-traded funds, according to their Form 13F filings.
Tag: FactSet
Risk
Inflation? Companies Fret Less About It Lately
Mention of price increases dropped sharply in 2Q earnings calls compared with two years before, says FactSet.
Research
Talk of Presidential Race Showing Up on Earnings Calls
The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet.
Corporate Moves
Good News: Earnings Log Best Growth Rate Since Post-Pandemic Surge
S&P 500 profits are headed for a good 2024, a FactSet survey shows.
Market Moves
The Question for Nvidia: How Fat Will Its Earnings Be?
Amid high expectations, the AI-oriented chip firm is scheduled to report its quarterly results on Wednesday.
Risk
Solid 4Q Earnings Tee Up Expectations for Even Better Days Ahead
Projections are for corporate profits to really burgeon in 2024, despite some downbeat economic outlooks.
Market Moves
Why Allocators Do Badly When Selling Stocks
Placing too much emphasis on buying assets results in leaving money on the table once they divest, says strategist Ervolini.
Risk
BofA Still Positive About 4Q 2023, as Other EPS Estimates Deflate
The pessimistic takes come after the third quarter’s rebound from the earnings recession.
Market Moves
RIP Earnings Recession: 3Q Reports Turn Positive
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
Market Moves
Why September, Usually the Lousiest Month, May Portend a Good Finish for 2023
When double-digit market growth precedes the 9th month, good things tend to follow for investors, according to LPL and BofA.
Market Moves
Projections of an Earnings Upsurge Are Too Rosy, BlackRock Warns
Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.
Market Moves
Earnings Calls Include Fewer ESG Mentions, but Talk of AI Is Rising
While political controversy dogs green initiatives, artificial intelligence replaces them as the new popular topic.
Risk
Q1 Earnings Slide Thought to Be Rock Bottom
The March-ending quarter is expected to book a 6.2% decline, but FactSet says analysts think this is the worst.
Market Moves
Slowly It Turns: The Market Rotates Back to Rally Mode
Cyclical stock sectors re-take the lead, but with deliberation, as earnings weaken.
Newsmakers
Q1 Earnings Are Up, But Nothing to Cheer About
While profits have kept climbing, the rate of ascent is slowing, per FactSet.