FactSet Insight
FactSet Insight
Podcast Description
FactSet Insight aims to help the financial community understand trends, solve issues, and capitalize on opportunities. We provide timely discussions on macro themes and industry topics relevant to the buy-side and sell-side as well as wealth managers, private equity firms, and corporations. This includes S&P 500 midseason earnings analysis, perspective on Washington DC activities relevant to the financial sector, and AI developments to supercharge workflows.
Podcast Insights
Content Themes
The podcast covers a variety of themes such as market analysis, regulatory impacts, and emerging investment trends. Episodes include discussions on S&P 500 earnings reports, implications of natural disasters like California wildfires on insurance markets, and significant market developments within ETFs, providing insights from various angles.
FactSet Insight aims to help the financial community understand trends, solve issues, and capitalize on opportunities. We provide timely discussions on macro themes and industry topics relevant to the buy-side and sell-side as well as wealth managers, private equity firms, and corporations. This includes S&P 500 midseason earnings analysis, perspective on Washington DC activities relevant to the financial sector, and AI developments to supercharge workflows.
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.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.