FactSet Insight

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-results

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 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-markets

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.

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-architecture

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.

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-1

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.

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-philosophy

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 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-services

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.

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-watch

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.

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-fiber

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.

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.

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-results

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.