The Weekly Brief

JP Morgan
By September 11, 2017 11:02

The Weekly Brief

Thought of the Week

Estimates for S&P 500 earnings per share (EPS) for the next 12 months have been steadily increasing since the US election in 2016, helping push the US stock market higher. Investors may incorrectly assume analysts have revised earnings estimates higher on the expectation of US corporate tax cuts. However, since the election, analyst estimates for earnings at the end of 2017 and 2018 have actually come down slightly. The rise in 12 month forward earnings estimates has been driven merely by the passage of time, as investors shifted from focusing on end of 2017 earnings forecasts, prior to the election, to focusing more on end of 2018 earnings forecasts. As no US tax cuts in 2018 are expected by analysts, earnings shouldn’t be downgraded if they are not delivered. 

JP Morgan
By September 11, 2017 11:02


Featured Events & Webinars

  1. Eurizon AM – Webinar – RMB Bonds

    June 9 @ 15:00 - 15:30
  2. Eurizon AM – Webinar – Green Bonds

    June 18 @ 10:00 - 10:45


Check out our events calendar, with a lot of interesting #webinars! #research #HomeOffice

Deze 2 boeken gaan over de trend van #asset naar #access, ofwel #Subscriptioneconomy. En welke #aandelen en sectoren zijn dan het meest kansrijk?

Dinsdag 9 juni het #webinar: "Subscription Economy: the road to resiliency post-Covid-19" met @NatixisIM ->

Today we are used to seeing #subscriptions popping up on our bank statements. Only a few years ago, the statement would list only telephone and television subscriptions, but now... Join our webinar on #subscriptioneconomy - June 9th -

Volgende week dinsdag 9 juni om 11:00 bespreken we "#Subscription Economy", samen met Nolan Hoffmeyer, CFA, (Partner, Senior Portfolio Manager) Thematics Asset Management.
Meld je aan via:

Check out our events calendar, with a lot of interesting #webinars! #research #HomeOffice

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September 2017