Download the full report here. Please note: if you use our earnings data, please source “LSEG I/B/E/S“. Find out more about our estimates with the deepest global views – LSEG I/B/E/S Estimates. LSEG I/B/E/S Estimates are a market leader, boasting 200+ metrics and indicators across 15 industries. Find more information on our estimates data.  

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Sterling Strategic Bond sector.   Sterling Strategic Bond allows investors, should they wish, to outsource the bond portion of their portfolios to one manager. If you don’t fancy the prospect of deciding whether to be long or short duration (a bond portfolio’s sensitivity to interest rate changes), where to be positioned between government, corporate investment grade or high yield debt, local currency or hard currency in emerging markets, or whether to be in emerging markets at all—well, this could be the solution. It is certainly a

Lending is easy, one old banking adage states. It’s getting the money back that’s hard. Klarna, the Swedish buy now, pay later firm aiming for a U.S. market debut, wants to convince customers and investors that it has discovered a smoother alternative. But while Klarna would like to present itself as closer to Google than Goldman Sachs, conventional metrics suggest it is far from disrupting the laws of lending. Like other BNPL providers, Klarna specializes in short-term loans borrowers can pay back in instalments and often without interest. The initial public offering prospectus touts a loan loss rate of 0.47%

Refresh this chart in your browser | Edit the chart in Datastream Europe’s sluggish economic performance relative to the US is sometimes blamed on its relatively expensive energy. That, in turn, is sometimes blamed on its efforts to decarbonise. But despite the growing share of renewables on Europe’s grid, it is gas prices that typically set the price of its electricity thanks to a marginal pricing system; and gas prices are about four times as high in Europe as they are in the US. There are several reasons for this. It is true that Europe has higher carbon taxes than the US,

The assets under management in the European ETF industry are highly concentrated at the classification level. Even as one would expect that the AUM are concentrated at the classification level since this reflects the asset allocation views of the investors—which are in general rather streamlined than widely diverging—the level of concentration might be surprising. ETFs classified as Equity U.S. held 26.83% of the overall assets under management at the end of December 2024. The second largest classification, Equity Global, held 18.09% of the overall AUM and Equity Emerging Markets Global held 4.26%. Given the fact that Equity U.S. and Equity

Each quarter, the LSEG Proprietary Research team publishes an earnings season forecast, where we identify five companies we expect to beat earnings expectations and five companies we predict will miss. Our analysis focuses on companies within the Russell 1000 index, leveraging analytics from the StarMine SmartEstimate and Predicted Surprise available in LSEG Workspace. These tools help us refine consensus estimates and highlight potential market surprises by overweighting the more timely and accurate analysts, allowing us to pinpoint discrepancies and deliver sharper predictions for the upcoming earnings season. Our Russell 1000 selections for 2024 Q4 were 70% accurate, which can be

In January 2025, we published our 2024 Q4 earnings surprise candidates based on StarMine predictive analytics. Using the Russell 1000 Index as our universe, our earnings surprise predictions scored 70% correct. The StarMine SmartEstimate®  is a weighted average of analyst estimates, with more weight given to more recent estimates and more accurate analysts. Our research has shown that when the SmartEstimate® differs significantly from the consensus (I/B/E/S Mean), the Predicted Surprise accurately predicts the direction of earnings surprises 70% of the time. When significant Predicted Surprise for revenue is also present for the period, the accuracy improves to 78%. Since 2011

As Spring 2025 unfolds, Europe finds itself at a potential turning point. Following prolonged stagnation and inflationary pressure, and amid a backdrop of escalating tariff tensions, a cautiously optimistic tone is beginning to emerge across macroeconomic indicators, financial markets and investor sentiment. This note brings together developments across key areas — economic data, inflation dynamics, market behaviour and geopolitical risk — to provide a coherent snapshot of Europe’s evolving outlook. Refresh this chart in your browser | Edit the chart in Datastream Euro area economies are gradually emerging from the stagnation that defined much of 2024. Recent improvements in industrial production and

To download the full Weekly Aggregates report click here. Please note: if you use our earnings data, please source “LSEG I/B/E/S”. The Weekly Aggregates report provides updates on aggregate earnings revisions, growth rates and valuations. The numbers in the “Global Datapoints”, “U.S. Datapoints” and “Ancillary Data” sections are updated weekly. This report combines I/B/E/S’s unrivaled historical earnings database, in depth coverage of Wall Street analysts’ bottom-up corporate earnings estimates, and the analytic capabilities of the Proprietary Research group and desk-top solutions.

To download the full This Week in Earnings report click here. Please note: if you use our earnings data, please source “LSEG I/B/E/S” Aggregate Estimates and Revisions 24Q4 Y/Y earnings are expected to be 17.1%. Excluding the energy sector, the Y/Y earnings estimate is 20.7%. Of the 498 companies in the S&P 500 that have reported earnings to date for 24Q4, 73.5% have reported earnings above analyst estimates. This compares to a long-term average of 67% and prior four quarter average of 78%. During the week of March 31, three S&P 500 companies are expected to report quarterly earnings. LSEG Workspace offers

Click here to view the full report. Please note: if you use our earnings data, please source “LSEG I/B/E/S”.   S&P 500 Aggregate Estimates and Revisions 24Q4 Y/Y earnings are expected to be 17.1%. Excluding the energy sector, the Y/Y earnings estimate is 20.7%. Of the 498 companies in the S&P 500 that have reported earnings to date for 24Q4, 73.5% reported above analyst expectations. This compares to a long-term average of 67%. The 24Q4 Y/Y blended revenue growth estimate is 5.2%. If the energy sector is excluded, the growth rate for the index is 5.8%. LSEG Workspace is a complete solution

Investors, market observers, and regulators always raise questions about the competitiveness of the European ETF industry since assets under management seem to be concentrated among a few ETF promoters. Generally speaking, I would agree with the statement that one needs to be concerned if a few players are dominating a market, but not when it comes to the European ETF industry. Graph 1 shows that the European ETF industry is highly concentrated at the promoter level since the 10-top promoters in Europe held between 93.52% (June 30, 2023) and 95.06% (December 31, 2024) of the overall assets under management in