DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
— - 2 Matt Stucky - 2 Stucky - 2 Anthony Saglimbene - 2 David Bianco - 2 Saglimbene - 2 Bianco - 2 Brad Klapmeyer - 2
Top related locs:
Americas
Top related orgs:
Business - 2 Northwestern Mutual Wealth Management - 2 UBS - 2 Macquarie Asset Management - 2 Service - 1 Asset Management - 1 ClearBridge Investments - 1 BMO Family Office - 1

Search resuls for: "Brad Klapmeyer"


2 mentions found


☆ 'A lot of ifs and leaps of faith': 7 investment chiefs and strategists break down earnings trends in what may be a make-or-break Q4, and 3 sectors to watch
  + stars: | 2024-01-19 | by ( James Faris | ) www.businessinsider.com   time to read: +9 min
Markets are closely monitoring Q4 earnings results, which began rolling out in mid-January, since they give much-needed clarity on the prior year while setting the tone for the year ahead. AdvertisementWhat to expect during the Q4 earnings seasonEarnings seasons often bring surprises, but there are also bankable bets. But we're going to be driven more by the macro, if we're excluding these mega-cap tech stocks." 3 sectors with boom-or-bust potentialWhile the strategists Business Insider spoke with didn't provide investing recommendations, several shared which sectors they're watching in Q4. Bianco believes the tech sector's earnings will rise over 20% this year.
Persons: —, Matt Stucky, Stucky, David Kelly, UBS Josh Jamner, That's, Jamner, Carol Schleif, Schleif, there's, Anthony Saglimbene, David Bianco, Saglimbene, Bianco, Brad Klapmeyer, Klapmeyer, " Bianco, Ameriprise's Saglimbene, BMO's Schleif, Indrani De, De, she's, he'd, that's Organizations: Service, Business, Northwestern Mutual Wealth Management, Asset Management, UBS, ClearBridge Investments, BMO Family Office, DWS, Macquarie Asset Management, FTSE Russell Locations: Americas
☆ Top money managers warn that 2024 earnings expectations are getting out of hand, even as Wall Street firms scramble to raise their S&P 500 targets
  + stars: | 2024-01-18 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Goldman Sachs"We expect price increases to be driven by modest earnings growth and well-supported price-to-earnings multiples," wrote Austin Pickle, a strategist at WFII, in a January 16 note. Stucky continued: "I've never seen a re-acceleration in earnings growth — which is what the baseline expectation is for earnings — absent some sort of economic recovery or an acceleration in economic growth. He noted that many factors influence profits, but added that his forward model suggests there's earnings risk ahead. Bianco said he expects flat or mid-single-digit earnings growth for stocks in most sectors. However, he said that during expansions, GDP growth is a poor predictor of earnings growth.
Persons: Goldman Sachs, Austin Pickle, Jonathan Golub, Golub, Matt Stucky, Stucky, I've, Brad Klapmeyer, He's, Klapmeyer, Anthony Saglimbene, —, Saglimbene, Saglimbene doesn't, David Bianco, Bianco Organizations: Business, Wells, Investment Institute, UBS, Federal Reserve, Northwestern Mutual Wealth Management, Macquarie Asset Management, DWS Group
0 next >>
Total: 2