Tag: Conference Board

Manager Selection September 24, 2021

Get Ready for an Earnings Slowdown

Why Ned Davis says EPS, super-charged now, will decelerate.

Market Moves August 20, 2021

Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad

Compared with anemic economic growth in the past decade, things are still looking up.

Market Moves December 10, 2020

Finally, Financial Stocks Are Poised to Rise, Says Credit Suisse

A better economy and higher interest rates should propel the woebegone sector in 2021 and 2022, it argues.

Research August 14, 2020

CEOs Still Have Bleak View of the Economy

Conference Board survey says their confidence level is lousy. A portent for the future?

Market Moves February 5, 2020

Business Spending Is Headed for Another Pinch-Penny Year

The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.

Research September 25, 2019

If the Rich Think a Recession Is Coming …

UBS survey of family offices says a majority foresee an economic slump in 2020.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.