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Earnings season – ‘some welcome surprises?’
In this month’s video, Investment Director, Ritu Vohora offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprising positively, particularly in the US. The economic backdrop remains supportive but earnings growth looks set to moderate in 2019, so selectivity will be important.
For a quick snapshot of the equity market over the past month and our latest theme, please download our Equities market perspective note.