Jose Paulo Tolentino

Jan 21, 2025 | insight.factset.com | Colin Devereaux |FactSet Insight |Jose Paulo Tolentino

In private equity, the large strategies of buyouts, venture capital, credit, and real estate naturally grab the headlines as the biggest players in the industry. But there is an important subset of strategies to explore: the fund of funds, co-investments, and secondaries that raise private capital to invest in the big fund strategies. As those strategies make up a smaller percentage of the industry and our dataset, we’ve analyzed whether their returns mirror those of the total industry.

Jan 16, 2025 | insight.factset.com | FactSet Insight |Jose Paulo Tolentino

U.S. M&A deal activity increased in December, going up 0.6% with 997 announcements compared to 991 in November. However, aggregate M&A spending decreased. In December 4.8% less was spent on deals compared to November. 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 (672 vs. 622), Health Technology (128 vs. 104), Process Industries (100 vs.

Jan 7, 2025 | insight.factset.com | FactSet Insight |Jose Paulo Tolentino

With 2024 in the rear-view mirror, global capital markets open a new chapter in 2025 with a mix of possibilities and uncertainties. Here, FactSet experts share their views on what to watch across S&P 500 earnings, AI, Washington, ETFs, fixed income, wealth management, utilities, and oil. S&P 500 CY 2025 Earnings Preview: Analysts Expect Earnings Growth of 15% John Butters, Vice President and Senior Earnings Analyst Analysts expect the S&P 500 to report double-digit earnings growth in CY 2025.

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.