))
The View From The Trenches Helps Put Current Worries Into Context
Manage episode 304448423 series 2907053
Контент предоставлен RBC Capital Markets. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно RBC Capital Markets или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
This week in the podcast, we run
through the results of our latest quarterly RBC analyst survey, in which we
poll the firm’s equity analysts on the outlooks for the industries they cover.
The big things you need to know: First, outlooks for performance over the next
6-12 months remain optimistic, driven by constructive views on fundamentals,
valuations, and cash deployment. Second, our analysts tilt most positive on
Financials, Energy, Information Technology, Utilities, and Health Care, and
least positive on REITs and Industrials. Third, policy outlooks generally
remain cool, though it’s worth noting most see higher corporate taxes as a
moderate problem for earnings and performance as opposed to a major one.
Fourth, while margin expectations have eased only a handful of our analysts
consider supply chains to be a major problem for the industries they cover.
157 эпизодов
Поделиться
