Earnings season: Will Q1 earnings deliver?
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Earnings season: Will Q1 earnings deliver?

Key Takeaways

  • We’ve seen a recent sell-off in equities as markets adjust to interest rates looking set to remain higher for an extended period.
  • The Q1 earnings season has got off to a strong start. Could earnings be a key driver of market moves from here?
  • There has been a strong disparity between the ‘Magnificent 7’ and the rest of the market, but we expect there to be some broadening out from here.
  • Improved margins have fueled the initial earnings recovery, but revenue growth could drive the next phase.
  • We are optimistic in the near term but more cautious on our view for 2025.
  •  
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23 April 2024
Robert Plant
Robert Plant
Director, Portfolio Manager, Multi Asset Solutions
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Earnings season: Will Q1 earnings deliver?

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