March 2025 was another month with strong inflows for the U.S. 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

Bond Market’s Turbulence On April 2, Trump unexpectedly announced indiscriminate high “reciprocal tariffs,” triggering an unprecedented storm in the global financial markets. The global stock and bond markets suffered an epic bloodbath, with no one spared. U.S. stocks experienced their largest single-day drop since the onset of the COVID-19 pandemic in 2020, with the Dow Jones Industrial Average losing over $6 trillion in market value. The S&P 500 and Nasdaq indices fell more than 20% from their peak in December last year, entering a technical bear market. Asian stock markets, including Taiwan and Hong Kong, saw single-day declines exceeding 10%.

Click here to view the full report. Please note: if you use our earnings data, please source “LSEG I/B/E/S”. Russell 2000 Aggregate Estimates and Revisions The 25Q1 Y/Y blended earnings growth estimate is -1.1%. If the energy sector is excluded, the growth rate for the index is 8.5%. Of the 59 companies in the Russell 2000 that have reported earnings to date for 25Q1, 69.5% reported above analyst expectations. The 25Q1 Y/Y blended revenue growth estimate is 1.6%. If the energy sector is excluded, the growth rate for the index is 2.4%.   LSEG Workspace is a complete solution for research 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 25Q1 Y/Y earnings are expected to be 8.1%. Excluding the energy sector, the Y/Y earnings estimate is 9.9%. Of the 59 companies in the S&P 500 that have reported earnings to date for 25Q1, 67.8% have reported earnings above analyst estimates. This compares to a long-term average of 67% and prior four quarter average of 77%. During the week of April 21, 114 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 25Q1 Y/Y earnings are expected to be 8.1%. Excluding the energy sector, the Y/Y earnings estimate is 9.9%. Of the 59 companies in the S&P 500 that have reported earnings to date for 25Q1, 67.8% 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 4.4%. LSEG Workspace is a complete solution

March 2025 was another month with strong inflows for the European 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

On April 17, 2024, LSEG Lipper unveiled the results of the LSEG Lipper Fund Awards for France. It’s been a turbulent period for investors across all asset types. Such conditions highlight the importance of the LSEG Lipper Fund Awards for investors, whether institutional, wholesale, or retail, since they showcase the ability of a fund to deliver high risk-adjusted returns in changing market environments. This means that the winning funds were able to adopt their portfolios to the continuously changing and challenging market environments during their respective award periods.   Different methodologies lead to different results The LSEG Lipper Fund Awards

Don’t cry for Argentina just yet. La Albiceleste’s new $20 billion loan package from the International Monetary Fund might seem the dreary continuation of decades of interventions that failed to put the South American nation on stable economic footing. But by dismantling tight controls on the official value of its currency, President Javier Milei is opening the door to international trade just as crushing U.S. tariffs scramble global relationships. The larger-than-expected IMF package will backstop Argentina’s efforts to remove a peg on the peso in place since 2019. It was always a shaky effort: on Friday, the currency’s official price closed at 1,074 per U.S. dollar,

Key Benchmarks Performance Hong Kong’s stock market kept its resilient path, and its stock market benchmark of Hang Seng Index rose 0.8% for March Brazil’s Sao Paulo and India’s BSE SENSEX Index rallied 5.9% and 5.8%, respectively, taking the leading positions among all global markets, while US Philadelphia Semiconductors, NASDAQ Composite and S&P 500 Index plunged 10.4%, 8.2% and 5.8% in March. China Shanghai Composite Index rose 0.4% in March but posted negative return of 0.5% for the year-to-date period. For the year-to-date period (as of 2025/3/31), Hong Kong continued being the best outperforming market and posted 15.3% positive return

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 Global High Yield Bond sector.   Global High Yield Bond Funds invest in a diversified portfolio of bonds issued by corporations and occasionally governments worldwide, rated below investment grade (BB/Ba or lower), offering higher interest rates due to their increased credit risk. This time last year, I was somewhat sceptical as to the prospects for high yield. My rationale was that an increasing number of companies would be returning to high-yield markets to refinance over the coming years. Refinancing needs trend steeply upwards until 2029. That