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Talk to UsComplex markets can be difficult to decipher. We provide investment professionals and their clients with a global perspective to help explain the issues and trends affecting their portfolios.
Corporate fundamentals remained resilient through the first quarter, with a majority of S&P 500 companies having reported earnings. Earnings surprises to the upside exceeded the long-term average, while surprises to the downside have been less common than the long-term average. We think corporate earnings strength can stay strong amid a volatile equity market, with companies most able to pass on higher costs best positioned.
Source: Goldman Sachs Global Investment Research. As of May 6, 2022
In 2022, we expect a year not of empty shelves, but of wholesale change to the composition of the macroeconomic and market drivers. In other words, the supply of key components such as monetary policy, inflation, returns, and alpha is set to transition in the new cycle.
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