FactSet's Bi-Weekly Newsletter

Companies and Markets

The year 2023 has marked a return to normalcy in the S&P 500’s performance, a notable shift from 2022. Read our full-year analysis from Torstein Jakobsen at FactSet.

He recaps the year and highlights:

? Positive vs negative days

? Key drivers for the large swing days (>1%)

? Seasonal volatility patterns

? Influence from Federal Reserve interest rate policies

? The top 10’s contributions to returns

? Banking turbulence

? What to look out for in 2024

Click here for our full analysis: https://bit.ly/48kGlla

Advisor Dashboard Demo

Discover the power of intelligent client engagement with FactSet's Advisor Dashboard!

Our unique features like composite portfolio groupings, account-specific notifications, and seamless CRM integration empower you to identify your ideal prospects and foster stronger relationships with your existing clients.

Enhance your financial advisory with us, try our demo now: https://bit.ly/40fpixH

Data Science and AI

With our beta release of an LLM-based knowledge agent, FactSet Mercury, junior bankers can use the chatbot to access source-linked financial data, generate pitch-ready charts for clients, and perform a SWOT analysis from a company’s 10-K.

Watch how it works to boost productivity and efficiency in this 4-minute video: https://bit.ly/485kkqF

Latest Earnings Article

Start the year with John Butters’ latest Earnings Insight!

?? Analysts lowered Q4 EPS estimates for S&P 500 companies by 6.8% during the quarter.

?? This 6.8% decline was larger than the 10-year average (-3.3%) and the 20-year average (-3.8%) for a quarter.

?? 9 sectors recorded a decrease in estimated earnings for Q4, led by the Health Care sector at -21%.

Read the full article here: https://bit.ly/3RViKkq