S&P Global Market Intelligence CONTRIBUTOR

Eric Oak S&P Global Market Intelligence

Eric focuses on developing data driven research on international trade, logistics, and supply chains.Full Bio

Date

Type

Title

Segment

Jul 2024

Blog

Supply Chain Q3'24 Outlook: There may be trouble ahead

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Jul 2021

Research

Branching Out: Graph Theory Fundamentals

Investment analysis has evolved beyond financial data to non-financial, or alternative data. Typically, the focus has been on using alternative datasets that are purely time-series and tabular, which is suited to stock selection models. Graph networks meanwhile offer investors the ability to gain deeper insights into the connections between economies, industries, and individual...

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Academia
Banking
Corporations
Governments
Investment Banking
Investment Management
Private Equity
Professional Services
Regulatory Agencies

Apr 2020

Research

Quantamental Research Brief: Cold Turkey – Navigating Guidance Withdrawal w

A recent surge in corporate earnings guidance withdrawals has left decision-makers missing a wrench in their toolbox. Corporate guidance was already declining, in 2018, when the number of companies in the Russell 3000 providing guidance peaked at 1,721, dropping 6.9% year over year in 2019 to 1,632 companies. Guidance has been further impacted by the Coronavirus pandemic – 173 ...

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