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Important Events that Could Drive Markets this Week

President Trump’s executive order on healthcare, the Iran nuclear agreement, and news about North Korea preparing for a launch ahead of US–South Korea military exercises failed to trigger higher volatility.

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US Steel Had a Big Week: What Happened?

US steel stocks have had a tepid year after the spectacular rally last year, and there’s a sense of apprehension in the market that US steel prices could go lower.

Sector
S&P 500, NASDAQ, and Dow Closed Strong Last Week

The S&P 500 started last week on a weaker note. On October 13, the S&P 500 closed the day higher and ended the week with gains.

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Wildfires in California Set PG&E Ablaze, Stock Tumbles 7%

PG&E Corporation saw its stock fall ~7% on October 12—its steepest fall in seven years—on speculations that downed power lines caused wildfires in California.

RECENT Active Management RESEARCH

Estimates2
Can BlackRock Keep Outperforming on Diversified Offerings?

BlackRock has seen rising and sustained income levels over the past few years, mainly due to diversified and innovative product offerings like iShares.

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Prospect Capital's Performance amid Higher Interest Rates

Prospect Capital (PSEC) reported a decline in its net investment income in its fiscal 3Q17 earnings. Analysts expect PSEC’s fiscal 4Q17 EPS to reach $0.20, representing no change from fiscal 3Q17.

EPS
Will Buffett's Berkshire Beat the Index on Performance in 2017?

Berkshire Hathaway (BRK.B) is expected to post EPS of $2,806 in 2Q17 and $3,212 in 3Q17. Analysts have revised the estimates downward.

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Carlyle's 1Q17 Performance Recap: Navigating Volatility

After a subdued performance in 4Q16 and heavy losses in its Global Market Strategies segment, Carlyle Group (CG) reported improved numbers in 1Q17.

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KKR's Private and Public Markets Weigh In on 2017 Performance

In 1Q17, KKR & Co. (KKR) deployed ~$5.4 billion in its Public Markets and Private Markets segments. KKR is expected to post EPS of $0.49 in 2Q17 and $2.15 in fiscal 2017, representing year-over-year growth of 113% and 216%, respectively.

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How Closed-End Funds Can Enhance Your Portfolio

“Home bias” can sizably limit an investor’s portfolio by reducing its ability to capture additional sources of return.

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What to Expect from Alternative Asset Managers in 2017

Alternative asset managers saw improved operating performances in 2H16 on rising broader markets (SPY) (SPX) and a better global economic outlook.

Estimates
What Will Drive KKR's Performance in 2017?

KKR (KKR) is expected to post earnings per share (or EPS) of $0.49 in 1Q17 as compared to a loss per share of $0.65 in the corresponding quarter last year.

Estimates2
Blackstone's Realizations, PE to Be Major Drivers in 2017

The Blackstone Group (BX), the world’s largest alternative asset manager, is expected to see earnings per share of $0.73 in 1Q17, compared to EPS of $0.68 in 4Q16 and $0.31 in 1Q16.

Estimates
What Helped PNC Financial Command Premium Valuations in 4Q16?

PNC Financial Services (PNC) is expected to post earnings per share (or EPS) of $1.84 in 4Q16, lower than its EPS of $1.87 in 4Q15 and in line with its EPS in 2Q16.

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Alternative Asset Managers Are Set to Ride on New Flows in 2017

Alternative asset managers such as Blackstone Group, KKR & Co., and The Carlyle Group saw improved performances in 2H16 on improved broader markets and rising holdings valuations.

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Prospect Capital's Originations Rise, Interest Rates Key for 2017

In this series, we’ll look at Prospect Capital’s expected performance, deployments, portfolio strategy, yields, balance sheet strength, dividends, and valuations.

Estimates
Apollo Investment Targeting Lower Risk and Stable Returns

Apollo Investment (AINV) posted earnings per share of $0.18 in fiscal 2Q17, compared to analyst estimates of $0.17. In this series, we’ll study AINV’s performance, yields, capital deployment, portfolio, dividends, and valuations.

Estimates2
What's Ahead for BlackRock in 2017?

BlackRock (BLK), the world’s largest asset manager, is expected to post earnings per share (or EPS) of $5.09 in 4Q16.

Earnings
What's Driving Affiliated Managers' Performance?

Affiliated Managers Group (AMG) is expected to benefit from rising equities and improved macro fundamentals.

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Why Alternative Asset Managers Rebounded in 2016

Alternative asset managers such as Blackstone Group (BX), KKR (KKR), and Carlyle Group (CG) have rebounded sharply over the past three months.

Estimates
Carlyle Group's Performance Driven by Market

Carlyle Group (CG) has delivered positive but weak performance over the past few quarters, as compared to its performance in 2015.

Stock
What Will Drive Closed-End Funds' 2017 Performances?

Closed-end managers deploy money in middle market companies engaged in businesses across sectors by raising capital through share issuances.

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Has Trump’s Win Reinforced a New Market Regime?

Donald Trump’s unexpected election ushered in short-run uncertainty about markets and policies—not only in the United States but also globally.

Estimates
State Street Eyes Strong Growth after Beacon, GE Asset Management

State Street (STT) stock has risen 10.0% over the past quarter. That came on the back of two quarters of improved operating performance.

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