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Q1 earnings season. A battle between investor sentiment and the fundamentals

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Manage episode 328999994 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This year’s sell-off in equity markets has been disproportionately driven my investor sentiment. However, as sentiment is only a short-term driver of asset prices, it’s important to look at the fundamentals, i.e. the earnings of businesses, to determine their long-term growth outlook. In this episode, our experts Mark Winterburn, Head of Advisory UK, and Thanh Cung, Senior Portfolio Manager in London, share their insights on the latest earnings season and whether or not this drop in consumer sentiment has translated into disappointing results.

  continue reading

238 episodes

Artwork
iconShare
 
Manage episode 328999994 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This year’s sell-off in equity markets has been disproportionately driven my investor sentiment. However, as sentiment is only a short-term driver of asset prices, it’s important to look at the fundamentals, i.e. the earnings of businesses, to determine their long-term growth outlook. In this episode, our experts Mark Winterburn, Head of Advisory UK, and Thanh Cung, Senior Portfolio Manager in London, share their insights on the latest earnings season and whether or not this drop in consumer sentiment has translated into disappointing results.

  continue reading

238 episodes

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