Tag: FactSet

Manager Selection September 24, 2021

Get Ready for an Earnings Slowdown

Why Ned Davis says EPS, super-charged now, will decelerate.

Market Moves August 12, 2020

Why 3rd Quarter Earnings Might Just Romp, Sage Predicts

One-shot wonder: New stimulus money and pent-up consumer demand will fuel profits, says economist David Levy. Alas, the 4th period won’t be so hot.

February 4, 2020

Crummy 2019 Earnings to Thunder Back This Year, Seers Say. Uh, Really?

Unexciting economic growth and the Chinese virus are among the ills that could ruin predictions of an electrifying rebound.

Market Moves November 12, 2019

3rd Quarter Earnings Are Down, But not as Much as Expected

A 1% reduction is taking shape, with most companies already reporting, and things could’ve been worse.

Market Moves October 16, 2019

Analysts: Earnings Will Improve in 2020

Forecast seems to hinge on progress in resolving the trade dispute. Hmmmm.

Market Moves July 16, 2019

2Q Earnings Growth Might Not Go Negative After All

But even if they stay in the black, they will be puny compared to 2018’s blowout.

Market Moves June 19, 2018

Is It Curtains for the Corporate Profits Surge?

Peak earnings may have occurred in the first quarter. But maybe the picture isn’t so bad.

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2021 Outsourced-Chief Investment Officer Survey

2020 Transition Management Survey

2020 Liability-Driven Investment Survey

2021 CIO Influential Investors Forum and Industry Innovation Awards Dinner

December 7, 2021 | Chelsea Piers, Pier 60 New York

Clint Coghill discusses the data challenges facing the institutional investment community

Backstop Solutions Group CEO Clint Coghill provides insight in the challenges Institutional investors face in today's data-driven marketplace.

Sponsored by Backstop Solutions

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.
Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.
China Fixed Income: a fast-growing and strategic asset class With global government bond yields low or negative, investors are increasingly searching for alternative diversifiers to equities. An active approach to China fixed income can serve as a powerful diversifier in global fixed income portfolios.