Preliminary Shareholder Proposal Trends
We have officially entered proxy season, and our Thought Leadership today covers preliminary insights from shareholder proposals.
March 24, 2023
Market & Regulatory Perspectives Ahead of Proxy Season
As we enter proxy season, a topic that has captivated the investment community ahead of the annual general meeting is none other than one of our favorite acronyms – ESG.
March 17, 2023
Market & Regulatory Perspectives Ahead of Proxy Season
In this week’s thought leadership, we cover the market and regulatory forces influencing this year’s proxy season.
March 17, 2023
Client Update: SVB Collapse and Implications
Today, we’re providing a mid-week update outside of our regularly scheduled Friday Thought Leadership amid the rapidly changing events following Silicon Valley Bank’s (SVB) collapse. With the significant amount of data and news flow we’re all receiving, we wanted to provide you with actionable insights and selected recommendations on how to navigate and communicate through this environment, based on what we know today.
March 14, 2023
Closing the Quarter – Q4’22
As we emerge from the Q4 and FY 2022 reporting period, there are several forces at play contributing toward this varied environment.
March 3, 2023
Earnings Snap and Major Policy Implications
This week we’re taking a look at Major Policy Implications, The Bipartisan Infrastructure Bill, and The Inflation Reduction Act
February 24, 2023
This Week in Earnings: Materials – Q1’23
We analyzed earnings calls and annual revenue and EPS guidance provided by calendar-year Materials companies with market caps greater than $500M that have reported to date.
February 10, 2023
This Week in Earnings: Consumer Discretionary – Q1’23
We analyzed earnings calls and annual revenue and EPS guidance provided by calendar-year consumer discretionary companies with market caps greater than $500M that have reported to date.
February 3, 2023
This Week in Earnings: Industrials – Q1’23
We analyzed annual revenue and EPS guidance provided by calendar-year industrial companies with market caps greater than $500M that have reported to date; and analyze a broader industrials universe to identify key themes
January 27, 2023
This Week in Earnings: U.S. Banks – Q1’23
Our Survey finds a mixed bag of industrial investor sentiment, but at less downbeat levels quarter-over-quarter. Expectations are for low-single-digit 2023 organic growth while growth investments garner increased support.
January 20, 2023
