22 min listen
Cross-currents for corporate profits
FromInsights Now
ratings:
Length:
21 minutes
Released:
Oct 25, 2022
Format:
Podcast episode
Description
In this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from 3Q22 earnings season. Higher inflation, higher interest rates and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year. As third-quarter earnings season kicks off, investors are hoping to gain insight into how earnings, revenues and margins are holding up as the macro environment gets rockier. While the risks dampening investor sentiment right now are very real, valuations have also come down significantly, paving the way for potentially very attractive expected returns going forward.
Released:
Oct 25, 2022
Format:
Podcast episode
Titles in the series (71)
Behavioral finance pitfalls and how to overcome them: Tune in to hear David Kelly and Global Market Strategist, Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of. There's growth to be found when you know where to look. To learn more click here. by Insights Now