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Q4'24 Inside The Buy-Side® Earnings Primer® Key Takeaways

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Our thought leadership this week addresses:​​
1 min. read

Yesterday we published our 61st Issue of Inside The Buy-Side® Earnings Primer®. As you may have seen, animal spirits are all aswirl. Expectations are high as we head into Q4 2024 earnings season. Conservativism is key to win the hearts and minds of investors over the next 12 months, which is going to be bumpy.

Key Takeaways

Survey Finds Renewed Hunger for Growth and High Expectations for 2025, though Shift ‘From Political to Policy Uncertainty’ Keeps Outright Bullishness at Bay

  • Following Largely Divided Sentiment Observed Last Quarter, Notable Step Up in Optimism Captured, with Investor Sentiment and Perceived Executive Tone Reaching Heights Not Seen Since Mid-2021
  • Nearly 8 in 10 Investors No Longer Expect a U.S. Recession Amid Promising 2025 GDP Growth Projections; Despite a Prominent Focus on Growth and Outsized Support for Reinvestment, Views are Clouded by Policy Uncertainty and Potential Tariff Impacts
  • Surveyed Investors Largely Report Being Net Buyers Despite Concerns Over Stretched Valuations, with More Viewing Small-Caps as Compelling
Cover of Corbin Advisors Q4'24 Inside The Buy-Side® Earnings Primer®

In Closing

Our hearts go out to our clients, colleagues, friends, and family on the West Coast who are enduring the LA wildfires.

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