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Contributor's Links: Lipper Alpha Insight

Lipper Alpha Insight is a free daily news and commentary blog, giving financial professionals actionable ideas and insight to make sense of individual security news and events and stay on top of macroeconomic trends. We have a team of expert analysts that are constantly looking at the financial ... more

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S&P 500 1Q22 Earnings Recap: Growth Holding Up
With about 95% of the S&P 500 constituents having reported 1Q22 earnings, we look at aggregate performance and EPS estimates of the eleven S&P500 sectors during the past earnings season and look ahead to what’s expected next quarter and next year.
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ETF And Conventional Fund Investors Take Two Distinct Paths For The Fund-Flows Week
Investors were net redeemers of mutual fund and ETF assets for the fund-flows week ended Wednesday, May 18, 2022, collectively handing back a net $30.9 billion—including a $20.6-billion outflow from money market funds.
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This Week In Earnings 22Q1
22Q1 Y/Y earnings are expected to be 11.1%. Excluding the energy sector, the Y/Y earnings estimate is 5.0%.
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Inflation Revives Spectre Of The Long Bear Market
Wednesday’s sharp drop in the S&P 500 Index left the U.S. equity benchmark within a hair’s breadth of a bear market.
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U.S. Weekly FundFlows: Investors Turn To Treasury And Large-Cap ETFs, While Shunning Conventional Funds
Investors were overall net sellers of fund assets (including those of conventional funds and ETFs) for the third week in a row, redeeming a net $30.9 billion for the fund-flows week ended Wednesday, May 18.
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A Tight U.K. Labour Market – Impact On Margins?
When taking inflation into consideration, real wage growth is currently negative as U.K. CPI reached a 40-year high of 9.0% on April 18th. Core CPI came in at 6.2% which is also at a 30-year high.
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