FactSet Insight

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  The Signal-to-Pitch Workflow Advantage: AI Is Reshaping How Banks Win Mandates 15.09.2026 12min

  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 with an AI voice so you can listen on the go.Article URL: https://insight.factset.com/the-signal-to-pitch-workflow-advantage-ai-is-reshaping-how-banks-win-mandatesThe 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.
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  U.S. ETF Monthly Summary: August 2026 Results 09.09.2026 4min

  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 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.
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  Historical Lessons: How New Tariffs Could Affect Financial Markets 26.08.2026 9min

  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 their own assumptions and scenarios. She also takes a closer look into the possible response of the financial markets and the values of broad investable indices. The analysis is based on historically observed responses from previous tariffs. Kristina’s article is narrated by an AI voice.Article URL: https://insight.factset.com/historical-lessons-how-new-tariffs-could-affect-financial-marketsThe 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.
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  The Real AI Race is Now About Connection and Architecture 12.08.2026 10min

  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 other words, connected intelligence. Raquel also discusses how connected intelligence becomes operational by creating a common framework for interactions, where MCP architectures shift AI from passive retrieval to active participation and execution.Article URL: https://insight.factset.com/the-real-ai-race-is-now-about-connection-and-architectureThe 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.
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  S&P 500 Q2 Earnings Update 05.08.2026 18min

  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 for the second half of 2026, and the 2027 earnings growth outlook.View the charts: https://insight.factset.com/podcast-sp-500-q2-earnings-update-1The 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.
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  Total Portfolio Approach: The Plumbing Beneath the Philosophy 30.07.2026 11min

  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 Product Manager of Analytics and Trading Solutions Chen Sui, CFA, at FactSet, we look at TPA through an unexpected lens: software development.Article URL: https://insight.factset.com/total-portfolio-approach-the-plumbing-beneath-the-philosophyThe 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.
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  Why AI Architecture Is the Key Competitive Variable in Financial Services 22.07.2026 17min

  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 at scale, and a pragmatic framework to move forward. Article URL: https://insight.factset.com/why-ai-architecture-is-the-key-competitive-variable-in-financial-servicesThe 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.
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  Metals & Mining: Copper Capex Watch 20.07.2026 18min

  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 build and acquisition capex intensity and provides material insights and strategies for capital allocators to consider. This episode was narrated with an AI voice so you can listen on the go.Article URL (with charts): https://insight.factset.com/metals-mining-copper-capex-watchThe 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.
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  U.S. Wireless Operators Increase Focus on Fiber 15.07.2026 9min

  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 ground, and the regularly discussed idea among analysts for a Comcast-Charter merger. This episode was narrated with an AI voice so you can listen on the go.Article URL: https://insight.factset.com/u.s.-wireless-operators-increase-focus-on-fiberThe 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.
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  The Power Behind AI: Energy, Infrastructure, and Private Capital in Motion 10.07.2026 35min

  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 Director at FactSet client firm Lime Rock New Energy. They discuss the size and scope of today's power demand shocks from data centers, the bottlenecks in America's grid and transmission systems, where capital is flowing, and how investors are trying to balance reliability, returns, and the long-term energy transition.Recorded July 2, 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.
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  U.S. ETF Monthly Summary: June 2026 Results 09.07.2026 7min

  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 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.
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  Stress Testing Investment Strategies: Combining Historical Data and Projected Assumptions 17.03.2026 17min

  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.
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  S&P 500 Q4 Earnings Update 04.02.2026 17min

  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.
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  ETF Investors’ Identity Crisis 28.01.2026 18min

  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.
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  Does the Steepener Trade Still Have Room to Run? 02.12.2025 15min

  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.
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  Private Markets Go Public: A New Era for Alternative Assets 20.11.2025 21min

  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.
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  S&P 500 Q3 Earnings Update 05.11.2025 11min

  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.
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  Modernizing Financial Data and AI with Databricks 29.10.2025 37min

  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.
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  The Wealth Trifecta: Tech, Private Markets, and AI 20.10.2025 15min

  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.
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  S&P 500 Q2 Earnings Update 05.08.2025 17min

  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 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.