Fundamentally, U.S. Banks largely produced solid results, posting record profits and revenues. By charging higher rates on loans without substantially increasing the rates paid to depositors, banks were able to support their headline figures.
Investors Continue to Exhibit Mixed Sentiment and Characterize Management Tone as More Positive; Demand and Margins Take Center Stage Amid Broad-Based Expectations for Industrial Weakness in 2H23
Following last quarter’s survey which found continued broad-based expectations for decelerating performance and global economic weakness but less draconian views first identified in Q3’22, this quarter’s survey identifies a notable disconnect between investor sentiment and executive tone, with investors more bearish and bracing for impact.
Survey Finds Notable Disconnect between Investor Sentiment and Management Tone with Investors More Bearish and Bracing for Impact
We have officially entered proxy season, and The Big So What™ today covers preliminary insights from shareholder proposals.
We have officially entered proxy season, and our Thought Leadership today covers preliminary insights from shareholder proposals.
As we enter proxy season, a topic that has captivated the investment community ahead of the annual general meeting is none other than one of our favorite acronyms – ESG.
In this week’s thought leadership, we cover the market and regulatory forces influencing this year’s proxy season.
Today, we’re providing a mid-week update outside of our regularly scheduled Friday Thought Leadership amid the rapidly changing events following Silicon Valley Bank’s (SVB) collapse. With the significant amount of data and news flow we’re all receiving, we wanted to provide you with actionable insights and selected recommendations on how to navigate and communicate through this environment, based on what we know today.
