News

We have officially entered proxy season, and The Big So What™ 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.

As we emerge from the Q4 and FY 2022 reporting period, there are several forces at play contributing toward this varied environment.

This week we’re taking a look at Major Policy Implications, The Bipartisan Infrastructure Bill, and The Inflation Reduction Act

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.

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.

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

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.

This week officially commences Q4’22 Earnings Season.

Next week, we publish our Inside The Buy-Side® Q4’22 Earnings Primer® report, and with it, a surfeit of interesting data and insights into top earnings call topics, growth CapEx expectations, expected U.S. GDP growth rates, and views on key economic indicators, to call out just a few areas.