In this briefing, we discuss recent trends in corporate earnings and how that relates to our view on the current investment opportunities in stocks. In particular, we dive into how the current market dynamics are affecting stock valuations. We also review current estimates, how they have changed and the outlook for the rest of the year.
The opinions and analyses expressed in this presentation are based on RMB Capital Management, LLC’s research and professional experience, and are expressed as of the date noted. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future results, nor is it intended to speak to any future time periods. RMB Capital makes no warranty or representation, express or implied, nor does RMB Capital accept any liability, with respect to the information and data set forth herein, and RMB Capital specifically disclaims any duty to update any of the information and data contained in this presentation. The information and data in this presentation does not constitute legal, tax, accounting, investment or other professional advice. Past performance is not indicative of future performance and there is a possibility of a loss. An investment cannot be made directly in an index. The index data assumes reinvestment of all income and does not bear fees, taxes or transaction costs. The investment strategy and types of securities held by the comparison index may be substantially different from the investment strategy and types of securities held by your account.