FactSet Insight
FactSet Insight is a podcast from FactSet that helps the financial community understand market trends and address key industry issues. Episodes feature timely discussions on macroeconomic themes and topics relevant to buy-side and sell-side professionals, wealth managers, private equity firms, and corporations. Coverage includes S&P 500 midseason earnings analysis, Washington DC policy developments affecting the financial sector, and AI developments for improving workflows.
Episodes
Convincing Is Not the Same as Accurate: What Financial Institutions Must Demand from AI
Authored by FactSet SVP and Senior Director of AI Product Management Patrick Starling and voiced with AI, this Article Audio episode dives into what a firm must assemble, govern, and integrate to produce innovative and reliable business value with AI at scale. Also discussed: architecture to connect intelligence to decisions; the use of MCP for executing workflows across governed enterprise system
S&P 500 Likely to Report Earnings Growth Above 35% for Q3
In this Article Audio: Quantitative analysis on how EPS estimates and actuals are trending, plus historical EPS vs expectations. Authored by John Butters, Vice President and Senior Earnings Analyst. Narrated with an AI voice to listen on the go.View the article and charts at: https://insight.factset.com/sp-500-likely-to-report-earnings-growth-above-35-for-q3The FactSet Insight podcast is for infor
U.S. ETF Monthly Summary: September 2026 Results
This Article Audio episode features September 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 narrated with an AI voice for listening on the go.View the article and charts at: https://insight.factset.com/u.s.-etf-monthly-summary-september-2026-resultsThe FactSet Insight podcast
Timing Signal Composites with Macro Regime Predictions
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 average. The two factors tell different stories.View the charts and full article: https://insight.factset.com/timing-signal-composites-with-macro-regime-predictionsJonas is Senior Vice P
The Signal-to-Pitch Workflow Advantage: AI Is Reshaping How Banks Win Mandates
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 quality and why the workflow, not the AI model, is the moat. The content is authored by Jamil Sheppard, Senior Director of Capital Markets Go-To-Market at FactSet, and it is narrated wit
U.S. ETF Monthly Summary: August 2026 Results
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 narrated with an AI voice so you can listen on the go.Article URL: https://insight.factset.com/u.s.-etf-monthly-summary-august-2026-resultsThe FactSet Insight podcast is for informati
Historical Lessons: How New Tariffs Could Affect Financial Markets
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 Manager of Risk Kristina Bratanova-Cvetanova, CFA, updated her analysis to provide investors with a baseline for testing the potential effects on their investment portfolio values and add
The Real AI Race is Now About Connection and Architecture
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 powerful models to who can connect data, systems, and workflows in a secure and scalable architecture, turning fragmented information into intelligence that drives better decisions. In
S&P 500 Q2 Earnings Update
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 discusses the exceptional EPS surprises from Alphabet and Amazon, overall growth for the index, sector performance, mentions of oil and the Middle East on earnings calls, expectations f
Total Portfolio Approach: The Plumbing Beneath the Philosophy
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 said about what must be true inside an asset owner’s or wealth manager’s organization before that uplift can be fully captured. In this Article Audio episode, written by Principal Pro
Why AI Architecture Is the Key Competitive Variable in Financial Services
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 Audio episode discusses AI architecture, including three questions every tech decision maker should be asking, the FactSet Intelligence layered approach to advance AI capabilities a
Metals & Mining: Copper Capex Watch
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 running hot, should developers buy or build projects to meet the demand for more supply? Banu cuts through the noise to answer that key question. He also highlights both bui
U.S. Wireless Operators Increase Focus on Fiber
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 specialist. They highlight key joint venture announcements and the potential implications, including the growth of fiber subscribers, Q1 earnings and the outlook, cable’s shrinking
The Power Behind AI: Energy, Infrastructure, and Private Capital in Motion
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 economy. In this episode, host Jamil Sheppard, Director of FactSet's Content Intelligence Lab, is joined by Olafur Oddsson Cricco, Power Analyst at FactSet, and Mark Lewis, Managing Direc
U.S. ETF Monthly Summary: June 2026 Results
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, Senior ETF Analyst at FactSet, and narrated with an AI voice so you can listen on the go. Article URL: https://insight.factset.com/u.s.-etf-monthly-summary-june-2026-resultsThe FactS
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
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 o
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 p
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 Specia
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 im
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 shutdow
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, sh
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 f
S&P 500 Q2 Earnings Update
FactSet VP Senior Earnings Analyst John Butters discusses S&P 500 Q2 earnings growth rates, sector performance, and highlights among the Magnificent 7. John also highlights the rate of S&P 500 companies discussing tariffs, uncertainty, and recession on earnings calls for Q2 relative to Q1 and analyst outlooks for the next three quarters and CY2025. Recorded August 5 at 12:00 pm ET.The Fact
Washington: Data Modernization and Regulatory Access
With the passage of new laws in Congress and anticipated implementation by regulatory agencies in the coming months, Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, discusses policy and legislative procedure with her guest Hugh Halpern, Director of the U.S. Government Publishing Office and former senior leadership and committee parliamentarian in the U.S. House
Insurance: Q2 Earnings Analysis for PMs and the Sell Side
With the major insurers reporting second-quarter results, Associate Director of Insurance Content and former equity PM Stewart Johnson shares his latest analysis of the sector for portfolio managers and the sell side. He highlights the impacts of two persistent macro themes on investment income and combined ratios. Stewart also discusses the key takeaways from bank earnings calls and what investor
Wealth Management: Is This Popular ETF Product Worth the Price?
Given the stock market ups and downs this year, investors and their wealth managers face a classic dilemma: How can you protect portfolios from downside risk and benefit from upside potential? It’s a tall order, which may be why investor demand for defined outcome ETFs (aka buffer ETFs) has grown significantly this year. Join FactSet Senior ETF Analyst Lois Gregson and her guest Elisabeth Kashner,
Historical Insights into How Financial Policy Is Made
In our continued discussions on Washington policy, Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, and her guest Rod DeArment, retired partner of the law firm Covington & Burling, take a historical look at how the financial policy process is designed to work. They also bridge to the present in discussions about the current status of the reconciliation proce
Washington Policy Roundup
Washington is busy right now. With policymaking at center stage, join Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, and her guest Matt Hoffmann, Practice Co-Head and Financial Services Principal at BGR Group, as they highlight relevant policy efforts underway for the financial services industry. Michele and Matt discuss tariffs and the related court rulings,
Q1 2025 S&P 500 Midseason Earnings Update
FactSet VP Senior Earnings Analyst John Butters discusses Q1 2025 S&P 500 midseason earnings growth rates, sector performance, and highlights among the Magnificent 7 with MRKT Call hosts Dan Nathan and Guy Adami. John also highlights Q1 earnings call discussions of tariffs and recession, forward EPS guidance, and analyst outlooks for the next four quarters. Recorded May 6 at 12:00 pm ET.The Fa
The Art of Tailored Investor Communications
Effective communication is crucial for investor relations professionals. Mark Fasken, Co-Head of Irwin, a FactSet company, spoke with Danielle Collins, Senior Investor Relations Director at Shell, for her insights. Danielle discusses how to successfully communicate complex technical information to diverse investor audiences. She also shares her expertise in adapting communication strategies and bu
Demystifying the Cloud with Snowflake
Welcome to The Cloud View, where we sit down with our strategic partners to chat about how cloud technology is transforming the industry. In our inaugural episode, FactSet Head of Strategic Initiatives and Partnerships Chris Ellis welcomes Chris Napoli, Head of Wealth and Asset Management from Snowflake. Together, they break down the complexities of the cloud and share insights and use cases for l
Washington: Can Cryptocurrency, AI, and Cybersecurity Coexist?
As Congressional committees formulate proposals to support cryptocurrency and AI innovation in the U.S., they also must contend with cybersecurity risks. Michele Lieber and guest Carole House explain the key elements of those discussions, including the balance between risk and reward. They also highlight the digital payments ecosystem and share considerations for financial executives thinking abou
Washington: Digital Assets Policy and Taxation
Amid news of the potential repeal of the DeFi broker rule, Michele Lieber talks with U.S. Congressman Max Miller about the role of the legislative branch and policy discussions on cryptocurrency taxation, regulation, and innovation. Congressman Miller also announces his work with Senator Cynthia Lummis on a soon-to-be-released crypto legislative proposal and highlights his policy proposals for rec
The AI Inflection Point
The paradigm of humans adapting to computers’ language has now flipped to computers understanding human language and intent. That offers tremendous opportunity for investment bankers to streamline workflows and unlock time for dealmaking and revenue generation. Kate Stepp, Chief Technology Officer, Kendra Brown, Senior Director of Banking and Sell-Side Research, and Michele Lieber, Global Head of
How RAG Enhances GenAI Accuracy for Financial Research Data
As generative AI and Large Language Models further develop in computing strength and capabilities, how are financial professionals dealing with hallucinations and accuracy in decision making? That is the focus of this episode. Head of AI and Machine Learning Ryan Roser along with Senior Director of Product Development Collins Dunn discuss how LLMs work, how firms can mitigate accuracy risks, and t
California Fires: Insurance Market Forecast
The recent California wildfires are an example of catastrophic events that cause financial distress for insurance policyholders, insurance companies, and reinsurers. FactSet's Associate Director of Insurance Content Stewart Johnson discusses the implications of these events from the perspective of our three main client types—bankers, sell-side analysts, and portfolio managers. Listen in as he disc
S&P 500 Midseason Earnings Update
Recorded Feb. 3 at 2pm ET. FactSet’s VP Senior Earnings Analyst John Butters discusses S&P 500 midseason earnings growth rates, sector performance, and highlights among the Magnificent 7/Fateful 8 with MRKT Call hosts Dan Nathan and Guy Adami. John also sums up the macro factors of a stronger U.S. dollar and tariffs that have been discussed on earnings calls to date.The FactSet Insight podcast
ETFs Went Bananas in 2024
The annual numbers are in, and what a year for the ETF industry. U.S. ETFs surpassed the $10 trillion AUM mark with record-high flows and a flood of new launches. Active management gained extraordinary popularity and crypto ETFs received their SEC approval, opening the investor floodgates. There was also a resurgence of single stock exposure ETFs. Join Lois Gregson, Senior ETF Analyst at FactSet,
Washington: What We Are Watching in Financial Services Policy
It’s full speed ahead in the first 100 days with reviews of previous regulations and proposals of new regulations along with selections of new heads of key financial services sector agencies such as the SEC, CFTC, OCC, FDIC, and CFPB. There are also four major deadlines that will drive the Congressional decision-making process throughout this first year of the new administration. Join Michele Lieb
Scaling M&A Capacity: How AI Tools Are Optimizing Junior Banker Performance
Given potential for more M&A activity under the new administration and Congress, investment banks that thread AI tools into their workflows can scale their capacity for deals. This AI-generated episode is based on our recent blog article. Listen in as we highlight the challenges for junior bankers along with the benefits of AI and real solutions available today.The FactSet Insight podcast is f
AI, Washington, ETFs, and More: Our Experts on What to Watch in 2025
Global capital markets opened a new chapter in 2025 with a mix of possibilities and uncertainties. Today’s AI-generated episode is based on our recent blog article featuring outlooks from several FactSet experts. We highlight their views on what to watch across AI, Washington, ETFs, fixed income, wealth management, utilities, and oil.
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