Global Investment Views 29.07.2022 Global Investment Views - August 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

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RC - Cross asset June 2022 - this month topic
Monthly Cross Asset 3.06.2022 A look under the surface of the first quarter earnings season

The excellent results of the first quarter also conceal weaknesses.

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Monthly Cross Asset 6.12.2021 Q3 earnings season: results better than expected but doubts remain about next year

Q3 21 results were generally well above expectations, which was not taken for granted given the bottlenecks and higher input costs. However, the 2022 consensus remained very cautious, with EPS forecasts at best equivalent to nominal GDP growth! Good surprises cannot therefore be ruled out.

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2021.06  - Monthly Cross Asset - First quarter 2021 results
Monthly Cross Asset 2.06.2021 First quarter 2021 results: a far better-than-expected rebound that augurs well for the full year

Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021. This could mean a new, earnings-driven phase in the equity market rally.

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Monthly Cross Asset 3.03.2021 Q4 earnings season: an impressive resilience that supports our pro-cyclical views

Given the context, Q4 2020 corporate earnings proved resilient.

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Monthly Cross Asset 27.05.2020 In the wake of first-quarter reporting season, the consensus is probably still too optimistic

At -12% for the S&P 500 in the US and -35% for the Stoxx 600 in Europe, first-quarter results were hit hard by the pandemic, even though it had hardly begun by the end of the quarter.

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Monthly Cross Asset 9.03.2020 US and European corporate earnings: after four quarters of stagnation, what is the outlook for 2020?

Fourth quarter 2019 earnings season confirmed the flat trend of the past 12 months. Hardly had 2019 ended than all eyes turned to 2020.

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Thematic Paper 22.10.2018 Corporate earnings in 2019: A fading momentum is in store!

After two years of strong earnings momentum, EPS growth is expected to decline considerably from 2019.

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