With strong Q1 earnings now behind us, can companies maintain momentum into the next earnings season? Our investment strategists assess whether the bar is set too high. https://bit.ly/3RDjwD6 #Earnings #Equities #MarketOutlook
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As we prepare for 3Q earnings season, investors should be wary of adjusted earnings. Our Global Core Equity team makes a strong case for including stock-comp expenses when analyzing company finances to gain a more complete picture of a business outlook.
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"Corporate earnings season for the second quarter is winding down. With roughly 85% of the S&P 500 companies reporting results, nearly 81% have beaten profit estimates." Check out our Weekly Update, now live on our blog: https://lnkd.in/ggK6hU-4 #weeklyupdate #stockmarket #investing #thetrustcompanyofkansas
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Companies are is signaling good things ahead, defying recent challenges. Recession fears have faded, firms are refocusing on investing for future growth and innovation, and shareholders are reaping more rewards. With earnings season winding down, we share what we’ve picked up this week in #TopMarketTakeaways. https://bit.ly/4amRCln.
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Recent earnings for small-cap companies have disappointed, but we see this as more driven by sector and cyclical effects that should ease over the next 12 to 18 months. As earnings start to rebound, we expect the market to shift its focus back to the compelling valuation discount offered by US small caps, setting the stage for the next leg of their outperformance. Read more of my company's latest piece here: https://ow.ly/Jf9J50RJ0Yp
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Recent earnings for small-cap companies have disappointed, but we see this as more driven by sector and cyclical effects that should ease over the next 12 to 18 months. As earnings start to rebound, we expect the market to shift its focus back to the compelling valuation discount offered by US small caps, setting the stage for the next leg of their outperformance. Read more here: https://ow.ly/FVVS50RHB6q
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Companies are is signaling good things ahead, defying recent challenges. Recession fears have faded, firms are refocusing on investing for future growth and innovation, and shareholders are reaping more rewards. With earnings season winding down, we share what we’ve picked up this week in #TopMarketTakeaways. http://spr.ly/6049dDXvc
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Head of Global Macro & Asset Allocation and Firmwide Market Risk, CIO of the KKR Balance Sheet, and co-head of KKR's Strategic Partnership Initiative
As we look ahead, we at KKR also want to signal another positive: Corporate earnings growth is beginning to broaden beyond just the Technology sector. Overall S&P operating margins outside of the top 12 Tech/ AI stocks are lagging. On an ex-top 12 Tech/ AI-stocks basis, my colleague Brian Leung, CFA estimates that current margins of 12.1% are actually below pre-COVID levels of 12.7%. Moreover, our framework linking real GDP growth and unit labor costs to operating margins points to steady 20-30 basis points of margin expansion this year and next. As the chart below shows, we think this increased breadth should create a more balance tone within Liquid Equity markets. As a result, we see more upside with our 2024 S&P 500 target of 5,700 and our 2025 target of 6,130. In addition, the technical picture remains quite compelling, with a lack of both net equity and corporate debt issuance, which generally bodes well for returns, especially in Private Equity in areas linked to value creation by operational improvement and/or corporate carve-outs.
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Recent earnings for small-cap companies have disappointed, but we see this as more driven by sector and cyclical effects that should ease over the next 12 to 18 months. As earnings start to rebound, we expect the market to shift its focus back to the compelling valuation discount offered by US small caps, setting the stage for the next leg of their outperformance. Read more of my company's latest piece here: https://ow.ly/4Zrr50RKNOh
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Fourth quarter earnings season is winding down with only about a dozen companies in the S&P 500 left to report. Follow the link to read more: https://hubs.la/Q02nhnGs0 #FinancialAdvisor #PalmBeachGardens
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Earlier this week Principal released their 4Q and full year 2023 earnings, and I’m proud to share it was a great year for Principal Financial Group. Their diversified and integrated business model continued to prove resilient amid a wide range of macroeconomic challenges and inflation, while generating robust fourth quarter and full year results. Highlights include: 1) $1.6 billion of full year 2023 non-GAAP operating earnings, or $6.55 per diluted share. 2) $695 billion of total company managed AUM, up over 9% from 2022. 3) Re-invested for growth in our businesses and returned more than $1.3 billion of capital to shareholders through share repurchases and common stock dividends. It goes without saying, the credit goes to our nearly 20,000 employees around the world who work hard and smart every day, every week and every year to make financial security more accessible to people and businesses. I’m proud to work alongside my colleagues and teammates! Read more about the results here: https://lnkd.in/g3_E4-dU
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