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What Q2 earnings told us: Eye on the World 11/08/20
11/08/2020
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The tentative US Value rotation continues, after dramatic 34pp underperformance this year and with all-time high valuation discount vs Growth. We see select cyclical opportunities in small cap, durables, and real estate.
HOT TOPICS analyses historic better-than-feared US Q2 earnings that is supporting market rally and upturn in EPS expectations. Company visibility is improving, and depressed cyclicals led ‘beats’, with the lower margins and international contributions putting focus on operating leverage into economic rebound.
16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library
