FactSet and J.P. Morgan Launch Whole Portfolio Distribution Solution
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
FactSet (FDS) and J.P. Morgan (JPM) unveiled an expansion of their collaboration with the launch of the industry's first Whole Portfolio Distribution solution, available via FactSet and powered by Fusion by J.P. Morgan. The FactSet and J.P. Morgan collaboration already supports $62.5B in assets under analysis on the Fusion platform.
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Analyst Views on FDS
Wall Street analysts forecast FDS stock price to rise
12 Analyst Rating
1 Buy
7 Hold
4 Sell
Hold
Current: 227.580
Low
253.00
Averages
295.91
High
326.00
Current: 227.580
Low
253.00
Averages
295.91
High
326.00
About FDS
FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider. The Company's solutions deliver financial data, analytics, and open technology to global clients, including individual users. Its segments include the Americas, EMEA and Asia Pacific. It provides financial data and market intelligence on securities, companies, industries and people to enable its clients to research investment ideas and analyze, monitor and manage their portfolios. It supports various workflows, including investment research, quantitative research, portfolio management and trading, portfolio analytics, wealth management, ESG investing solutions, industry analysis and data solutions. It provides open and flexible technology offerings, including a configurable desktop and mobile platform, and comprehensive data feeds. Its technology also includes LogoIntern, a workflow tool to streamline the task of adding, organizing, and formatting logos into pitch decks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Reevaluation Needed: Given the current economic landscape, Huntsman may need to reassess its strategic direction, considering optimizing its product mix and enhancing operational efficiency to improve its financial situation and maintain competitiveness in future market conditions.
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- Rising Inflation Pressure: The Consumer Price Index (CPI) surged by 90 basis points to 3.3% in March, primarily driven by soaring gasoline prices, which are expected to push up transportation and manufacturing costs, thereby impacting prices across other sectors.
- Shifting Rate Expectations: Despite initial investor expectations for at least two rate cuts in 2026, the Federal Reserve has held its benchmark rate steady for three consecutive meetings, with economists predicting rates will remain unchanged through the rest of 2026, potentially pivoting to rate hikes in Q3 2027.
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- Rate Policy Shift: JPMorgan Chase strategists predict that the Federal Reserve will pivot to rate hikes in the third quarter of 2027, ending the current rate-cutting cycle, a shift that could negatively affect the stock market, especially with the S&P 500 currently trading at a price-to-earnings ratio of 20.9 times.
- Inflationary Pressures Intensify: The Consumer Price Index (CPI) surged by 90 basis points to 3.3% in March, marking the worst reading since April 2024, with rising oil prices expected to further increase transportation and manufacturing costs, potentially leading to an economic slowdown.
- Cautious Market Reaction: Although the S&P 500 has recently rebounded to record highs, investor tolerance for high valuations may decrease, particularly with expectations of Fed rate hikes, prompting many investors to shift towards safe-haven assets like Treasury bonds and gold to mitigate risks.
See More
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- Market Reaction: The release of this earnings data may impact investor confidence; while it did not exceed market expectations, it still reflects the company's ongoing operational capabilities in the healthcare sector.
- Financial Health: The company did not provide specific details on revenue growth or cost control measures in the report, which may necessitate more information in future earnings reports to bolster investor confidence.
- Strategic Outlook: The future strategic direction of Select Medical Holdings remains unclear, with investors looking forward to clearer growth plans and market positioning in upcoming earnings announcements.
See More
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