Nov 4, 2021
We discuss the impact of ongoing headwinds on corporate profitability and identify the sectors most at risk of margin squeeze.
Oct 21, 2021
We discuss the earnings outlook for the different sectors in the current environment of rising costs and supply chain issues.
Aug 19, 2021
We discuss the earnings outlook for the Retail space, particularly in the context of the rising fresh infection rates.
Aug 12, 2021
We discuss what gave us the impressive results in Q2 and whether those factors will remain in place going forward or not.
Jul 22, 2021
We discuss and make sense of the market’s muted reaction to otherwise very strong earnings results.