Waiting For The Earnings Rebound in 2023

June 22, 2023
Presentation slide titled Multiple Expansion Driving Stock Market Returns with a photo of a man labeled Ross Bramwell, CFA, Principal. The logo of Homrich Berg Wealth Management is at the bottom. Background shows a blurred cityscape.

Over the last month, the debt ceiling, inflation, the Fed, and interest rates have garnered most of the headlines in the news. In this short video, Ross Bramwell will focus on something that we believe ultimately is one of the main drivers of the stock market over the longer term, which is corporate earnings. We briefly discuss how earnings expectations have driven the recent runup in the stock market, and the current outlook for earnings for the second half of the year.

If you have any questions please reach out to your client service team, call 404.264.1400, or visit us at www.homrichberg.com..

Watch here: https://youtu.be/YeifbM8h5tU?si=6zA5uEe4mDtBdl7_

A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Managing Director of Investment Communications, Shareholder

Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.