This Week in Earnings: Industrials – Q1’23
Corporates are playing to the under promise and over deliver agenda this year, a good strategy amid continued uncertainty
Corporates are playing to the under promise and over deliver agenda this year, a good strategy amid continued uncertainty
Fundamentally, U.S. Banks largely produced solid results, posting record profits and revenues. By charging higher rates on loans without substantially increasing the rates paid to depositors, banks were able to support their headline figures.
Investors Continue to Exhibit Mixed Sentiment and Characterize Management Tone as More Positive; Demand and Margins Take Center Stage Amid Broad-Based Expectations for Industrial Weakness in 2H23
Following last quarter’s survey which found continued broad-based expectations for decelerating performance and global economic weakness but less draconian views first identified in Q3’22, this quarter’s survey identifies a notable disconnect between investor sentiment and executive tone, with investors more bearish and bracing for impact.
Survey Finds Notable Disconnect between Investor Sentiment and Management Tone with Investors More Bearish and Bracing for Impact
We have officially entered proxy season, and The Big So What™ today covers preliminary insights from shareholder proposals.
We have officially entered proxy season, and our Thought Leadership today covers preliminary insights from shareholder proposals.
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.
In this week’s thought leadership, we cover the market and regulatory forces influencing this year’s proxy season.
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