What investors can expect from 'pivotal' US earnings season?

An eye on tech players and artificial intelligence

clock • 3 min read

Slowing global growth, rising interest rates and mixed macroeconomic signals make the current earnings season an important one for many of the world's largest businesses. The same also applies to some of the leading lights of the artificial intelligence (AI) revolution.

Companies such as Alphabet (Google's parent) and Intuitive Surgical, the leader in robotic surgery, are under greater scrutiny following the equity market moves seen in Q4 and fears that Wall Street could be talking itself into a recession, even if this is not justified by corporate fundamentals. The tail end of 2018 was undeniably a challenging period for global equity markets amid concerns about rising rates in the US, a burgeoning trade war between the US and China and regional challenges such as Brexit. Three unexpected sectors where AI is coming to the fore The shorter-term ou...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: Navigating new opportunities in commodities

Partner Insight: Navigating new opportunities in commodities

A unique investment opportunity is in the making as we move from the coal and oil-centred story of the last century to the renewable, clean energy chapter of the future. Watch the discussion to learn more.

Sarka Halas
clock 15 February 2024 • 1 min read
'The recession that did not happen': How investors should be positioned for 2024

'The recession that did not happen': How investors should be positioned for 2024

Wellington co-head of investment strategy

Natasha Brook-Walters
clock 06 February 2024 • 4 min read
Investment Company of the Year Awards Winners Interview - Allianz Technology Trust PLC

Investment Company of the Year Awards Winners Interview - Allianz Technology Trust PLC

clock 05 February 2024 • 3 min read
Trustpilot