Achieving a premium valuation in the Regional Banks sector is no easy feat. Characterized by interest rate sensitivity and hundreds of peers competing for investor attention, outperformance requires consistent through-cycle performance — driven by effective capital allocation, prudent risk management, and strong, differentiated investor communications — to stand out from the pack.
Corbin Advisors, a strategic consultancy accelerating value creation globally, announced that Preston Gelman, VP & Head of Perception Study Practice has been selected as a member of the 2025 Class of Rising Leaders Under 40 by the National Investor Relations Institute (NIRI).
The modern investor is inundated — with data, news streams, industry events, conferences and corporate outreach, a shifting macro, and more. With investors “drinking from a fire hydrant,” differentiating your investment story has become increasingly challenging in today’s world. We outline three common client scenarios — both challenges and opportunities — along with proven, actionable strategies to enhance your valuation potential.
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As we wrap up our coverage of Q4’24 earnings season, it’s clear that despite the spurts of market volatility induced by policy uncertainty, companies have continued to put together solid earnings results.
Heading into earnings season, our Q4’24 Inside The Buy-Side® Earnings Primer® survey, published January 9, registered a notable pickup in sentiment but with new and persistent challenges tempering outright bullishness, including policy uncertainty and tariff concerns.
Year to date, the S&P 500 has gained 4.0%, with most of the increase occurring in January. Since then, performance has remained relatively flat, with an uptick of less than 1% this month. Notably, only two of the ‘Magnificent 7’ companies — Meta and NVIDIA — have posted gains for the year, and the overall lackluster performance of this group, which accounts for roughly 30% of the benchmark, has weighed down the S&P 500.
Ted White of Legion Partners and Skadden partners Ann Beth Stebbins and Elizabeth Gonzalez-Sussman discuss what draws the attention of activist investors to a company, how activists work with other shareholders and how they gauge the response of management when the activist first approaches a company.
Our analysis reveals the fundamentals of the Materials sector remain challenged albeit at uneven levels, characterized by general consumer caution, mixed volume trends, and anemic earnings growth. While certain pockets of strength exist — particularly in areas tied to technological and infrastructure-related advancements, as well as onshoring efforts in response to tariff concerns — a broad-based recovery remains elusive.
This earnings season, executives remain mixed and acknowledge a still challenging operating environment, citing continued limited visibility across most end markets. While certain pockets — such as data center infrastructure — continue to show strength, residential construction, auto, and consumer-facing markets remain sluggish – this echoes executive commentary from our Industrial and Consumer Sector Beats.
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