FactSet

U.S. businesses and asset managers are navigating rising inflation, tariffs, and growing concerns of potential recession. How can you ensure your investment strategies remain resilient? Kristina Bratanova, CFA at FactSet breaks down how to test portfolios against shifting macroeconomic conditions. Test the resilience of your investment strategies or portfolios with baseline factor shocks and indices. Read more here: https://lnkd.in/egn6uuX3

📈 Navigating market volatility caused by U.S. #tariffs can be a challenge—but it doesn’t have to be. FactSet's powerful tools and datasets are designed to help you make sense of market shifts and optimize your decision-making. From multi-asset class data to award-winning risk analytics, we can help surface the insights needed to stay ahead. Learn how: https://bit.ly/42jjNOd

U.S. #inflation, price hikes due to #tariffs, and recession concerns have created economic uncertainty for businesses and investors. How can you test your investment strategies in this turbulent landscape? Kristina Bratanova, CFA from FactSet provides a baseline scenario analysis and shows how portfolio strategies can be stress-tested to withstand scenarios like rising inflation, recession, or stagflation. With factor shocks and indices as a base, you can add your specific views and assumptions to test your portfolio resilience amidst market volatility and economic pressures. Read the full article to learn how to test your portfolio's resilience with FactSet: https://bit.ly/3XCoZgv

John Butters' latest earnings analysis is here! 📈 Analysts lowered Q1 EPS estimates for S&P 500 companies by 4.2% during the first quarter. 📈 This decline is larger than the 5-year avg. (-3.3%) and 10-year avg. (-3.2%) for a quarter. 📈 At the sector level, the Materials sector recorded the largest decrease at -17.6%. Read the article: https://bit.ly/4cjjDNp

FactSet is excited to sponsor #DealMAX 2025 at Aria, Las Vegas, where the entire middle market community comes together for three days of dealmaking, idea-sharing, and maximizing the growth potential of their networks and M&A success. Join us April 7-9, and visit us at booth #312 to learn how our award-winning solutions empower banking and private equity professionals to drive success: https://bit.ly/3SQeZ16

Few sectors have benefitted from the current administration’s promise to open up the U.S. energy industry as much as LNG. An executive order, removal of regulatory barriers, and key approvals are just some of the wins that the next wave of LNG projects, totaling over 10 Bcf/d of incremental gas demand hoping to come online before 2030, has experienced this year. In our latest Energy Market Insight, BTU Analytics takes a closer look at the several projects comprising this next wave of LNG and how they have progressed over the past several months. Access the article here: https://lnkd.in/gm2JRsSb

How can you test investment strategies for resilience in a turbulent macroeconomic environment? Kristina Bratanova, CFA at FactSet offers a baseline approach for evaluating portfolios under scenarios like rising inflation, recession, or stagflation. Using factor shocks and indices as a foundation, she demonstrates how these can be enhanced with specific assumptions or views to reflect your expected market conditions. Learn more: https://bit.ly/41Vgpfv

Catch AI & finance’s biggest trends with our April LinkedIn newsletter 🗞️. Podcasts, insights & press highlights—dive in now! ⤵️

At the end of March, U.S.-listed #ETFs had over $10.4 trillion of assets under management. Check out our monthly summary! ⤵️ Read it here: https://bit.ly/4ccfCtS

Use FactSet's IRN to Tailor Your #ResearchWorkflow Our #ResearchManagement solutions provide a centralized platform for seamless communication, secure research storage, decision justification, and compliance maintenance. Learn more: https://bit.ly/4hPUvjy