Research & Insights

Thought Leaders at the Forefront of Best Practice

For over a decade, we have surveyed global investors on the equity markets, world economy, and business climate. At the start of every earnings season, we publish our leading-edge Earnings Primer® and Industrial Sentiment Survey®, which capture real-time investor sentiment and trends. At the cross-section of investors and corporates, we are thought leaders and regularly publish research-based insights and best practices.

Corbin Analytics​

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Inside the Buy-Side® logo

“With earnings season about to commence, our survey finds increasing optimism amongst the investment community amid the growing belief that we bottomed in 2023 and that, despite sticky inflation and a higher-for-longer interest rate environment, 2024 will offer year-over-year improvement. Supporting expanding positive sentiment is increased executive confidence, a U.S. election year, and durable secular growth trends, including continued government spending and the proliferation of AI. While uncertainty remains, it, along with recessionary concerns continue to moderate. Still, dialogue around the prospect of reaccelerating inflation, prolonged geopolitical conflict, and a dynamic macro environment is keeping exuberance in check. While those expecting worsening economic conditions in the U.S. has pulled back to its lowest level in over two years, 2024 GDP expectations moderated QoQ. As the market recalibrates from the hotter-than-expected CPI prints and an elusive rate cut schedule in 2024, leading topics for executives to address on upcoming earnings calls include profitability and expense management, demand, and, new this quarter, artificial intelligence.”

Q1’24 Earnings Primer®
Rebecca Corbin, Founder and CEO

A Retrospective: Perception is Reality and Sentiment is a Leading Indicator

Inside The Buy-side® Word Cloud Key: Green is Positive, Gray is Neutral, Red is Negative

Earnings Primer®

Heading into Earnings Season, Optimism Tracks Higher as Investors Cast Off Recessionary Concerns, Adapt to Higher-for-Longer, and Embrace AI...Margin Focus Gets a Shot in the Arm

Play Video about Inside The Buy-Side® Chart Animation Video Cover Image Q1'24: run-time 1 minute, 30 seconds, no voice over

Industrial Sentiment Survey®

Margins Remain Top of Mind, But Amid Expectations for a Lower Interest Rate Environment, Support for Funding Growth – Both Organic and M&A – Gains Ground

Play Video about Inside The Buy-Side® Chart Animation Video Cover Image Q4'23: run-time 1 minute, 22 seconds, no voice over

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