FactSet Insight

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.

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.

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.

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.

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.

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.

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 of Representatives. Hugh highlights Congressional process and the GPO transition to digital content. Together they also discuss the Financial Data Transparency Act and the importance of well-structured and interoperable machine-readable data for communicating among regulatory agencies.This episode was recorded on July 16, 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.

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 investors should watch near term. This episode was recorded on July 21, 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.

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, FactSet VP Director of Global Fund Analytics, as they take a closer look at these products and share key considerations for advisors. Elisabeth also discusses her analysis process for her own real-life asset allocation change to fund a short-term goal, including narrowing down the field of specific defined outcome ETFs and considering the total cost of ownership between the most viable option and a T-bill. You can view her blog article mentioned in this episode at https://insight.factset.com/buffer-etfs-vs.-t-bills-a-total-cost-of-ownership-perspective.This episode was recorded on June 16, 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.

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 process, future tax legislation, trade legislation, and mid-term elections. Rod discusses his time on Capitol Hill and his perspective now as a full-time farmer.This episode was recorded on June 9, 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.

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, the proposed budget reconciliation package, timing for stablecoin and digital assets market structure legislation, prominent committee work and nominations, funding considerations for the next federal fiscal year, the state of AI regulatory conversations, and key tax provisions. They walk through all of these topics on the latest episode of the FactSet Insight podcast. This episode was recorded on May 29, 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.

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 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.

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 building meaningful investor relationships through an “IR chameleon” approach to personalization and connection.This episode was recorded on December 14, 2024, for the Irwin podcast, Winning IR.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.

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 leveraging its potential to achieve your business priorities. They also discuss the evolution of cloud tech in finance and essential data types like tick data and private company data, highlighting the critical role of a robust data strategy as the foundation for GenAI. This episode was recorded on March 13, 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.

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 about cybersecurity capabilities and investments. Ms. Lieber is FactSet’s Global Head of Government Affairs and Regulatory Strategy. Ms. House was a National Security Council special advisor for cybersecurity and critical infrastructure policy in the White House and has held a number of senior roles on cybersecurity and emerging technologies, including digital assets and AI. This episode was recorded on March 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.

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 reconciliation. Ms. Lieber is FactSet’s Global Head of Government Affairs and Regulatory Strategy, and Congressman Miller represents Ohio’s 7th district.This episode was recorded on March 13, 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.

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 Government Affairs and Regulatory Strategy, share in-depth perspective on that potential. They also cover agent automation, workflows and compliance, AI washing, discerning where AI provides the most value, what’s next for AI capabilities, and views on firm-level governance of AI technology.This episode was recorded on February 26, 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.

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 the retrieval augmented generation (RAG) solution for stemming hallucinations and delivering useful, accurate information. They also discuss DeepSeek and open-source models, agents, emerging LLM capabilities, privacy, responsible AI, LLM temperature parameters, and GenAI system design. This episode was recorded on February 20, 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.

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 discusses several topics that arise in the aftermath of most catastrophic events: What are common questions that our major clients need answered, how does FactSet deep sector data help answer these questions, how do firms approach profitability and risks, what is the role of state regulators, what is the potential direction of the California insurance market, and what are the financial signals to watch near term.This episode was recorded on February 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.

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 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.