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End-of-year 2024 Pulse: Evaluating earnings trends and looking ahead
Despite signs of an easing macro environment overall in the US and Europe throughout 2024, major economies, notably Germany and France, continue to grapple with significant challenges. This is exacerbated globally by escalating conflicts and natural disasters which are intensifying uncertainty for global trade. Nonetheless, corporate valuations ended the year strongly.
The strategic importance of Capital Market Days for B2B companies
Capital Market Days (CMDs) are pivotal for publicly listed companies, serving as a strategic platform to constructively engage with investors, analysts, and stakeholders. Beyond routine communications, CMDs are instrumental in articulating corporate strategy and market positioning. This article examines the critical role of CMDs for B2B companies and offers insights into maximising their effectiveness.
Quarterly Pulse Q2 2024: Evaluating earnings trends and looking ahead
With most FY 2024 guidance confirmed, the continuation of supportive Q2 2024 trends into H2 2024, particularly regarding pricing, remains crucial. While the overall directionality of key metrics was mixed, the growing emphasis on AI is clearly becoming critical for future success.
Quarterly Pulse Q1 2024: Evaluating earnings trends and looking ahead
Labour challenges, self-help and supply chains were key themes for the Q1 2024 earnings season. Overall, FY 2024 guidance was either maintained or raised. While the tone towards Q2 2024 indicates caution, the second half may prove to be more promising.
Quarterly Pulse Q4 2023: evaluating earnings trends and looking ahead
Macro concerns linger in the Q4 2023 earnings season, although the focus is now switching from a defensive mindset to exploring growth drivers, with innovation and adaptability at the top of management teams agendas.
From sustainability strategy to equity narrative
Sustainability may appear fully embedded in your company’s strategy, but is this translating into your equity story? A genuinely strategic sustainability plan must focus on more than ESG ratings and rankings – it must be integrated meaningfully and seamlessly into every aspect of your business.
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