Earnings season: Will Q1 earnings deliver?

Earnings season: Will Q1 earnings deliver?

Key Takeaways

  • We’ve seen a recent sell-off in equities as markets adjust to interest rates looking set to remain higher for an extended period.
  • The Q1 earnings season has got off to a strong start. Could earnings be a key driver of market moves from here?
  • There has been a strong disparity between the ‘Magnificent 7’ and the rest of the market, but we expect there to be some broadening out from here.
  • Improved margins have fueled the initial earnings recovery, but revenue growth could drive the next phase.
  • We are optimistic in the near term but more cautious on our view for 2025.
Transcript
Robert Plant
Director, Portfolio Manager, Multi Asset Solutions
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The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Views and opinions expressed by individual authors do not necessarily represent those of Columbia Threadneedle.

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