7 key macro factors to watch this earnings season

Clime Investment Management

Clime Investment Management

7 key macro factors will influence this earnings’ season, but how honest will companies be about their impact? We want to see some integrity in the presentation of results this earnings season, with companies being honest about how macro factors affected their performance and outlook. Companies are often keen to come up with excuses when they’re hit by headwinds; but they tend to be lax when it comes to outlining how they won from factors such as the falling $A and lower operating costs. Will companies acknowledge some of those trends which have occurred and look likely to continue? Shareholders need to be able to clearly differentiate between how companies performed from management decisions and from macro changes. There are 7 major macro trends you need to be watch. (VIEW LINK)


Clime Investment Management
Funds Management & Stock Research
Clime Investment Management

The Clime Group is a respected and independent Australian Financial Services Company, which seeks to deliver excellent service and strong risk-adjusted total returns, closely aligned with the objectives of our clients.

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