Lipper Alpha Insight

Lipper Alpha Insight
  • Language: eng
  • Episodes: 23
  • Last: 5 Mar 2018
Refine investment strategies and generate ideas

Episodes (23)

  • The Market Sentimentalist: Zero-Sum
    The Market Sentimentalist: Zero-Sum
    Published: 5 Mar 2018 Duration: n/a
    *This article originally  published prior to the March Ist  announcement on tariffs by US President Trump One of the numerous criticisms directed towards President Trump is that he tends to view
    *This article originally  published prior to the March Ist  announcement on tariffs by US President Trump One of the numerous criticisms directed towards President Trump is that he tends to view

  • New Constructs: Filing Season Finds
    New Constructs: Filing Season Finds
    Published: 28 Feb 2018 Duration: n/a
    For February 22, 2018, our forensic accounting red flag is from a specialty retailer with off-balance sheet debt and an unusual tax impact. We pulled this highlight from yesterday’s research of 91 10-K filings, from which our Robo-Analyst t... Read more →
    For February 22, 2018, our forensic accounting red flag is from a specialty retailer with off-balance sheet debt and an unusual tax impact. We pulled this highlight from yesterday’s research of 91 10-K filings, from which our Robo-Analyst t... Read more →

  • New Constructs: All Cap Blend Style 1Q18: Best and Worst
    New Constructs: All Cap Blend Style 1Q18: Best and Worst
    Published: 22 Feb 2018 Duration: n/a
    The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q18 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Blend style ranked second as well. It gets our Attractive rating, which is ... Read more →
    The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q18 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Blend style ranked second as well. It gets our Attractive rating, which is ... Read more →

  • New Constructs: Healthcare Sector 1Q18: Best and Worst
    New Constructs: Healthcare Sector 1Q18: Best and Worst
    Published: 8 Feb 2018 Duration: n/a
    The Healthcare sector ranks sixth out of the 11 sectors as detailed in our 1Q18 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Healthcare sector ranked eighth. It gets our Neutral rating, which is based on an aggregation... Read more →
    The Healthcare sector ranks sixth out of the 11 sectors as detailed in our 1Q18 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Healthcare sector ranked eighth. It gets our Neutral rating, which is based on an aggregation... Read more →

  • New Constructs: Consumer Cyclicals Sector 1Q18 – Best and Worst
    New Constructs: Consumer Cyclicals Sector 1Q18 – Best and Worst
    Published: 5 Feb 2018 Duration: n/a
    The Consumer Cyclicals sector ranks fifth out of the 11 sectors as detailed in our 1Q18 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Consumer Cyclicals sector, previously named “Consumer Discretionary”, ranked fifth as... Read more →
    The Consumer Cyclicals sector ranks fifth out of the 11 sectors as detailed in our 1Q18 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Consumer Cyclicals sector, previously named “Consumer Discretionary”, ranked fifth as... Read more →

  • TSX Composite Earnings Dashboard | Feb. 1
    TSX Composite Earnings Dashboard | Feb. 1
    Published: 1 Feb 2018 Duration: n/a
    Click here to view the dashboard in detail. Last Update: February 1, 2018 Download the full TSX Composite Earnings Scorecard report here. TSX Composite Aggregate Estimates and Revisions Fourth quarter earnings are expected to increase 17.0%... Read more →
    Click here to view the dashboard in detail. Last Update: February 1, 2018 Download the full TSX Composite Earnings Scorecard report here. TSX Composite Aggregate Estimates and Revisions Fourth quarter earnings are expected to increase 17.0%... Read more →

  • The Market Sentimentalist – Are We There Yet?
    The Market Sentimentalist – Are We There Yet?
    Published: 22 Jan 2018 Duration: n/a
    The calendar year may have changed recently, but the underlying trend in global equity markets has not. The bulls are still in charge and the major indices have all continued to track higher (talk about year highs when it is only a handful ... Read more →
    The calendar year may have changed recently, but the underlying trend in global equity markets has not. The bulls are still in charge and the major indices have all continued to track higher (talk about year highs when it is only a handful ... Read more →

  • Are You Fully Utilizing Thomson Reuters’ S&P 500 Earnings Scorecard?
    Are You Fully Utilizing Thomson Reuters’ S&P 500 Earnings Scorecard?
    Published: 12 Jan 2018 Duration: n/a
    The 17Q4 earnings season has arrived and the S&P 500 Earnings Scorecard by Thomson Reuters is where leading institutions and media outlets turn to follow S&P 500 earnings. The daily report is available for free on Thomson Reuters Proprietar... Read more →
    The 17Q4 earnings season has arrived and the S&P 500 Earnings Scorecard by Thomson Reuters is where leading institutions and media outlets turn to follow S&P 500 earnings. The daily report is available for free on Thomson Reuters Proprietar... Read more →

  • Market Voice: What Will be Ringing in The New Year?
    Market Voice: What Will be Ringing in The New Year?
    Published: 10 Jan 2018 Duration: n/a
    For the first edition of 2018 we will look at how we expect the key themes of last year to play out in 2018. Probably the most critical issue is if and when inflation will emerge and what this means for the stock and bond markets. The secon... Read more →
    For the first edition of 2018 we will look at how we expect the key themes of last year to play out in 2018. Probably the most critical issue is if and when inflation will emerge and what this means for the stock and bond markets. The secon... Read more →

  • This Week in Earnings 17Q3 | Dec. 22, 2017
    This Week in Earnings 17Q3 | Dec. 22, 2017
    Published: 22 Dec 2017 Duration: n/a
    Last Update: December 22, 2017 To download the full This Week in Earnings report click here. Aggregate Estimates and Revisions Third quarter earnings are expected to increase 8.5% from Q3 2016. Excluding the Energy sector, the earnings grow... Read more →
    Last Update: December 22, 2017 To download the full This Week in Earnings report click here. Aggregate Estimates and Revisions Third quarter earnings are expected to increase 8.5% from Q3 2016. Excluding the Energy sector, the earnings grow... Read more →

  • STOXX 600 Earnings Outlook | Dec. 19
    STOXX 600 Earnings Outlook | Dec. 19
    Published: 19 Dec 2017 Duration: n/a
    Last Update: December 19, 2017 Download the full report here. European Aggregate Estimates and Revisions Third quarter earnings are expected to increase 1.3% from Q3 2016. Excluding the Energy sector, earnings are expected to decrease 2.6%.... Read more →
    Last Update: December 19, 2017 Download the full report here. European Aggregate Estimates and Revisions Third quarter earnings are expected to increase 1.3% from Q3 2016. Excluding the Energy sector, earnings are expected to decrease 2.6%.... Read more →

  • The Market Sentimentalist – Anatomy of A Bubble (and what it means for Bitcoin)
    The Market Sentimentalist – Anatomy of A Bubble (and what it means for Bitcoin)
    Published: 19 Dec 2017 Duration: n/a
    As 2017 draws to a close (this will be the last Market Insight of the year so Happy Holidays everyone!) it is fair to say that the past 12 months
    As 2017 draws to a close (this will be the last Market Insight of the year so Happy Holidays everyone!) it is fair to say that the past 12 months

  • S&P 500 Earnings Dashboard | Dec. 13
    S&P 500 Earnings Dashboard | Dec. 13
    Published: 13 Dec 2017 Duration: n/a
    Click here to view the dashboard in detail. Last Update: December 13, 2017 Download the full S&P 500 Earnings Scorecard report here. S&P 500 Aggregate Estimates and Revisions Third quarter earnings are expected to increase 8.4% from Q3 201... Read more →
    Click here to view the dashboard in detail. Last Update: December 13, 2017 Download the full S&P 500 Earnings Scorecard report here. S&P 500 Aggregate Estimates and Revisions Third quarter earnings are expected to increase 8.4% from Q3 201... Read more →

  • The Market Sentimentalist – Get Out Of Jail Free
    The Market Sentimentalist – Get Out Of Jail Free
    Published: 8 Dec 2017 Duration: n/a
    Given the way short-term US interest rate futures are priced[1], investors seem pretty unanimous in their view that the soon-to-be-ex-Fed Chair Yellen will, for a third successive year, celebrate the
    Given the way short-term US interest rate futures are priced[1], investors seem pretty unanimous in their view that the soon-to-be-ex-Fed Chair Yellen will, for a third successive year, celebrate the

  • Market Voice: A Very Taxing Tax Plan
    Market Voice: A Very Taxing Tax Plan
    Published: 8 Dec 2017 Duration: n/a
    The Senate managed to pass a tax plan on Friday night and the reconciliation needed with the House version passed earlier in November will likely be finished in the next few weeks so a final version should be ready for Trump’s signature wel... Read more →
    The Senate managed to pass a tax plan on Friday night and the reconciliation needed with the House version passed earlier in November will likely be finished in the next few weeks so a final version should be ready for Trump’s signature wel... Read more →

  • New Constructs: Mid Cap Blend Style 4Q17: Best and Worst
    New Constructs: Mid Cap Blend Style 4Q17: Best and Worst
    Published: 4 Dec 2017 Duration: n/a
    The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Blend style ranked seventh as well. It gets our Neutral rating, which is b... Read more →
    The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Mid Cap Blend style ranked seventh as well. It gets our Neutral rating, which is b... Read more →

  • New Constructs: All Cap Growth Style 4Q17: Best and Worst
    New Constructs: All Cap Growth Style 4Q17: Best and Worst
    Published: 28 Nov 2017 Duration: n/a
    The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Growth style ranked sixth as well. It gets our Neutral rating, which is bas... Read more →
    The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Growth style ranked sixth as well. It gets our Neutral rating, which is bas... Read more →

  • New Constructs: Real Estate Sector 4Q17: Best and Worst
    New Constructs: Real Estate Sector 4Q17: Best and Worst
    Published: 15 Nov 2017 Duration: n/a
    The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 4Q17 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Real Estate sector was included within the Financials sector and did not receive an individu... Read more →
    The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 4Q17 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Real Estate sector was included within the Financials sector and did not receive an individu... Read more →

  • Market Voice: Volatility Hiding In Plain Sight
    Market Voice: Volatility Hiding In Plain Sight
    Published: 8 Nov 2017 Duration: n/a
    A recurrent theme in the Market Voice has been the lack of volatility in asset markets which has extended through this year. As shown below, realized 3-month bond volatility has dropped to a post-financial crisis low while equity market rea... Read more →
    A recurrent theme in the Market Voice has been the lack of volatility in asset markets which has extended through this year. As shown below, realized 3-month bond volatility has dropped to a post-financial crisis low while equity market rea... Read more →

  • New Constructs: Sector Ratings for ETFs & Mutual Funds: 4Q17
    New Constructs: Sector Ratings for ETFs & Mutual Funds: 4Q17
    Published: 31 Oct 2017 Duration: n/a
    At the beginning of the fourth quarter of 2017, only the Consumer Staples and Financials sectors earn an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each ... Read more →
    At the beginning of the fourth quarter of 2017, only the Consumer Staples and Financials sectors earn an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each ... Read more →