Survey Finds Margins Remain Top of Mind, But Amid Expectations for a Lower Interest Rate Environment, Support for Funding Growth – Both Organic and M&A – Gains Ground
Investor Sentiment More Optimistic Amid Expectations for Lower Rates and Views that the Macro Will Improve in 2024; Geopolitics and Slowing Growth Remain Top of Mind
Survey Finds Less Cautious and More Neutral Investor Sentiment Despite Near-Universal Expectations for Industrial Slowdown and Elevated Concerns on Interest Rate Environment and Geopolitical Risk
Investor Sentiment Reflects Increasing Caution Heading into Q3 Amid Continued Growth Concerns with Margins Prioritized; Geopolitical Risk — China Specifically — Dominates Mindshare
Investors Divided on Sentiment but Aligned on Perceived Executive Tone – Largely Characterized as More Upbeat – And Major Shifts in Sub-sector Views
Survey Finds Notable Disconnect between Investor Sentiment and Management Tone with Investors More Bearish and Bracing for Impact
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
Survey Finds Notable Disconnect between Investor Sentiment and Management Tone with Investors More Bearish and Bracing for Impact
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