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Jan 6, 2025 | 
insight.factset.com | Jose Paulo Tolentino |FactSet Insight |Edward McCormick
U.S.-listed ETFs totaled $10.4 trillion in assets under management at the end of December, and flows for calendar year 2024 reached an industry record of $1.1 trillion. December saw ETF inflows of $146 billion, a drop of 7.5% from November’s number. Last month, 100 ETFs launched. For the year, just under 750 ETFs launched. Whether in “buffer” type ETFs, leveraged single stock, hedging, or complex options strategies, there has been a notable increase in ETFs using derivatives.
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Dec 11, 2024 | 
insight.factset.com | Edward McCormick |FactSet Insight
Recently we examined the impact of Latin America presidential elections—which carry presumptions about candidates’ economic policies—on private market performance. Now we turn to the U.S., where tariffs have remained a common refrain leading up to and after the 2024 presidential election. Given the long history of tariff enactment, we analyzed the impacts to private fund contributions—specifically, total contributions as a percent of total commitments (but not yet funded) among investors.
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Nov 20, 2024 | 
insight.factset.com | Edward McCormick |FactSet Insight |Sean Ryan
We’ve often analyzed various index returns in the public and private spheres over the years. For today’s analysis, we have augmented our approach to visualize the role of geographies in the variance between public and private market performance. Given the robust data available, we selected Asia-Emerging, Emerging Markets, Europe-West, Latin America, and North America from the MSCI regional indexes on our platform.
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Oct 14, 2024 | 
insight.factset.com | Sean Ryan |Colin Devereaux |FactSet Insight |Edward McCormick
Companies and Markets By Sean Ryan | October 14, 2024 Given the fluid scope of activities in Washington DC, we met up again with Michele Lieber, Global Head of Government Affairs at FactSet. Listen in to the discussion as she highlights key variables and considerations of both the U.S. presidential election and the makeup of the next Congress.
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Oct 10, 2024 | 
insight.factset.com | Colin Devereaux |FactSet Insight |Edward McCormick |Hiroki Miyahara
Last month, the Federal Reserve announced its first cut to interest rates in over four years. This is expected to be followed by more cuts into early next year, reversing the trend of increasing rates throughout the 2020s. With this in mind, we analyzed the returns of credit investments in our dataset and noted how it tracks through different policy adjustments and environments.
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Sep 19, 2024 | 
insight.factset.com | FactSet Insight |Edward McCormick |Hiroki Miyahara |Sean Ryan
U.S. M&A deal activity decreased in August, going down 22% with 891 announcements compared to 1,142 in July. Aggregate M&A spending decreased as well. In August, 4% less was spent on deals compared to July. In terms of M&A deal activity, 5 of the 21 sectors tracked by FactSet saw an increase in M&A deal activity over the past three months relative to the same three-month period one year ago: Technology Services (681 vs. 664), Process Industries (81 vs. 76), Miscellaneous (11 vs.
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Sep 12, 2024 | 
insight.factset.com | Edward McCormick |Hiroki Miyahara |Sean Ryan
Investors often look at the future economic policies of presidential candidates to forecast public versus private market elevation. Latin America has had many recent presidential elections that give us a quality sample size to analyze if a connection exists. The charts below represent a portfolio of Latin America fund performance.
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Jul 16, 2024 | 
insight.factset.com | FactSet Insight |Sean Ryan |Edward McCormick
U.S. M&A deal activity decreased in June, going down 11.4% with 887 announcements compared to 1,001 in May. Aggregate M&A spending decreased as well. In June, 22.3% less was spent on deals compared to May. In terms of M&A deal activity, 4 of the 21 sectors tracked by FactSet saw an increase in M&A deal activity over the past three months relative to the same three-month period one year ago. These four sectors were: Communications (32 vs. 24), Consumer Durables (50 vs. 45), Miscellaneous (13 vs.
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Jun 26, 2024 | 
insight.factset.com | Sean Ryan |FactSet Insight |Edward McCormick
Companies and Markets By Sean Ryan | June 26, 2024 For a view from Capitol Hill and what’s happening in Washington DC toward the financial sector, we sat down with esteemed FactSet colleague Michele Lieber, Global Head of Government Affairs. Michele summarizes the activities she’s watching throughout the remainder of the current 118th Congress, the lead-up to the presidential election in November, and the convening of the 119th Congress in January.
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Jun 24, 2024 | 
insight.factset.com | Edward McCormick |Sean Ryan |FactSet Insight |Sehaj Anand
In May, the US hosted Kenya President William Ruto as part of a diplomatic effort with the Sub-Saharan Africa nation. Much of the focus was on the economic relationship and potential partnership for investing in areas such as technology startups in Kenya’s “Silicon Savannah” or sharing funding from the CHIPS Act. Building upon our previous analysis of emerging market investment, in this article we’re investigating investment interest and returns so far in the region.
