Industrials generally continue to outpace conservative expectations that were set heading into 2023. Companies in this segment are starting to take the worst-case scenarios off the table and out of their guidance ranges as the economic environment is holding up well enough to garner some cautious optimism.
At a fundamental level, banks fared better than many feared coming out of the banking crisis last quarter. Many of the big lenders are benefiting from increased loan books and higher profits attributed to higher interest rates.
Investors Divided on Sentiment but Aligned on Perceived Executive Tone – Largely Characterized as More Upbeat – And Major Shifts in Sub-sector Views
Adapting to the Shifting ESG Landscape
Following last quarter’s survey that found a notable disconnect between investor sentiment and management tone, with investors more bearish and bracing for impact, this quarter’s survey reveals investor views are converging with those of management.
Survey Finds Notable Disconnect between Investor Sentiment and Management Tone with Investors More Bearish and Bracing for Impact
Our proprietary research shows over 90% of investors continue to place at least some importance on ESG when making investment decisions, the highest level ever recorded. At the same time, companies broadly are finding it increasingly challenging to differentiate amid a push toward standardization and a “leveling of the playing field.” Like in any natural product lifecycle, we have moved from “introduction” to somewhere between the “growth” and “mature” stages of ESG. And, like any widely adopted product, ESG will see many revolutions.
Building on Your ESG Function to Optimize and Accelerate the Sustainability Opportunity
Our proprietary research shows over 90% of investors continue to place at least some importance on ESG when making investment decisions, the highest level ever recorded. At the same time, companies broadly are finding it increasingly challenging to differentiate amid a push toward standardization and a “leveling of the playing field.” Like in any natural product lifecycle, we have moved from “introduction” to somewhere between the “growth” and “mature” stages of ESG. And, like any widely adopted product, ESG will see many revolutions.
ESG reporting is aimed at catering to a diverse range of stakeholders and presents an emerging frontier for many businesses. This complex endeavor has paved the way for a variety of new roles and responsibilities within organizations since the adoption of ESG as table stakes has accelerated over the past several years.
Leverage the experience and expertise of our team
Access insights in our regularly published research, which captures trends in institutional investor sentiment globally
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