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 25Q1 Y/Y earnings are expected to be 8.4%. Excluding the energy sector, the Y/Y earnings estimate is 10.1%. Of the 110 companies in the S&P 500 that have reported earnings to date for 25Q1, 74.5% reported above analyst expectations. This compares to a long-term average of 67%. The 25Q1 Y/Y blended revenue growth estimate is 4.1%. If the energy sector is excluded, the growth rate for the index is 4.5%. LSEG Workspace is a complete solution

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for March 2025.   Loading

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for responsible investments conventional funds and exchange-traded products for March 2025.   Loading

In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for US conventional funds and exchange-traded products for March 2025.   Loading

In this issue of LSEG Lipper’s Swiss Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for Swiss conventional funds and exchange-traded products for March 2025.   Loading

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.  

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 25Q1 Y/Y earnings are expected to be 8.1%. Excluding the energy sector, the Y/Y earnings estimate is 9.9%. Of the 82 companies in the S&P 500 that have reported earnings to date for 25Q1, 73.2% reported above analyst expectations. This compares to a long-term average of 67%. The 25Q1 Y/Y blended revenue growth estimate is 4.2%. If the energy sector is excluded, the growth rate for the index is 4.5%. LSEG Workspace is a complete solution

Worldpay is a prime exhibit of how sharp-toothed buyout barons are masters of getting a good deal from a flailing industry. The payment processor once part of Royal Bank of Scotland has changed hands four times between 2010 and 2023. Now majority owner GTCR is shuffling it to U.S.-based Global Payments. All along, the only reliable outcome has been profits for private equity firms. Worldpay, which helps merchants take payments in stores and online, was first acquired by Bain Capital and Advent in 2010. It listed in 2015, merged with a rival in 2017, and was then sold to industry

March 2025 was another month with strong inflows for the global ETF industry. These inflows occurred in a volatile and negative market environment in which investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the discussions around tariffs by the U.S. president and potential tit-for-tat reactions from the markets which are the targets of the new tariffs. That said, the tariffs are seen as a kind of trade war between the U.S. and the rest of the world, especially China, by some market observers. When it comes to this, investors were concerned

Uncertainty about economic policy, globally, has risen in recent weeks. Most readers would probably accept that, without needing statistical confirmation. Nevertheless, it can be informative to quantify uncertainty, both through time and across countries. That is what this week’s chart tries to do, using data from www.policyuncertainty.com made available on Datastream. Its approach is based on a word count of newspaper articles. It shows, perhaps unsurprisingly, that uncertainty about economic policy has risen most dramatically in Canada; a country that exports around 20% of its GDP to the US in the form of goods, and is now facing a 25%

Retail sales growth in March largely fulfilled expectations. Headline sales rose 1.4% month-over-month (vs. consensus +1.3%), while sales excluding autos were up 0.5% (vs. +0.3%). The control group, which feeds into GDP calculations, increased 0.4% (vs. +0.6%). (Source: LSEG IFR). While Q1 began on a weak note, the last two months have seen a sharp pickup, likely driven by a wave of pre-tariff buying. Consumers appeared to front-load purchases in the window between major tariff announcements and actual price hikes, a trend that likely extended into early April. Absent the tariff effect, it’s difficult to reconcile the strength in spending

While US president Donald Trump has paused action on most fronts in his trade war, he still seems fully engaged when it comes to China, having imposed tariffs of 145% on most products from the Middle Kingdom. Some products like consumer electronics have been temporarily exempted, while the US administration works on separate tariffs on semiconductors and other electronics, in a bid to coax semiconductor production onto US soil. China’s dependency on the US market has been gradually declining, but with 15% of Chinese exports going to the US the tariffs will undoubtedly have an impact on China’s economy. However,