Industrials Anticipated to Capture Momentum in Multi-year Capex Cycle Aligned with Secular Trends, But Potential Dampening Effects of Tariffs on Demand Weighs Near Term
Industrials Anticipated to Capture Momentum in Multi-year Capex Cycle Aligned with Secular Trends, But Potential Dampening Effects of Tariffs on Demand Weighs Near Term
Investor Mindset Does a Shift-and-Lift to ‘Cautious Optimism’ as Sentiment Recovers from Largest QoQ Pullback in a Decade; A Concerning Consumer in Focus for 2H25
The research of Corbin Advisors was featured in IR Magazine, which discussed growing investor concerns over industrial stocks due to supply chain and inflation issues. The article included data from the Q4’21 Inside the Buy-Side® Earnings Primer® , a quarterly buy-side perception study conducted by Corbin Advisors.
Ninety-three percent of respondents want companies to tackle the issues of inflation, followed by supply chain disruption (51%) and labor availability (37%), according to the Corbin study.
Since 2007, Corbin Advisors has tracked investor sentiment on a quarterly basis. Access Inside The Buy-Side® and other research on real-time investor sentiment, IR best practices and case studies at corbinadvisors.com.
Corbin is a leading investor research and investor communications advisory firm accelerating value realization globally. We engage deeply with our clients — companies ranging from pre-IPO to over $700 billion in market cap across all sectors globally — to increase equity market value. We deliver research-based insights and execution excellence through a cultivated and caring team of experts with deep sector and situational experience, a best practice approach, and an outperformance mindset. We have a long track record of delivering successful client outcomes, most notably through rerating and compounding equity valuations through our Voice of Investor® research and counsel.
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Access insights in our regularly published research, which captures trends in institutional investor sentiment globally