Corporate earnings: Give us time, it will get there

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Corporate earnings: Give us time, it will get there. Sebastian Evans, Managing Director at NAOS Asset Management believes investors may be reaching too far in anticipation of improved corporate earnings. NAOS meets with numerous company CEO's each quarter and the feedback is that whilst volumes and confidence are improving prices in many industries remain subdued or discounted. Evans says most of these businesses have stripped out costs as much as possible giving them plenty of leverage once earnings growth does kick in. However, he says the uncertainty around earnings is forcing fund managers and investors to sit on their hands for the time being. As far as the message from the companies NOAS has invested in, Evans says, they're telling us not to get ahead of ourselves. They are saying give us time, it will get there but don't expect anything in the next 6 months. Watch the exclusive


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