Join Philip Lawlor, Managing Director, Market Research at Wilshire for a 30-minute webinar that examines key market navigation drivers and discussion points facing investment decision-makers today.
1. Market EPS estimates continue to be revised lower, however 2024 is forecast to see a strong recovery in EPS growth. What confidence can be attached to the view that the trough of the earnings cycle is in sight?
2. A key feature of U.S. market dynamics over the last 10 years has been the scale of buybacks driven by the technology sector. Buybacks are showing signs of a structural reversal. Are there any sectors capable of taking up the tech sector buyback leadership baton? Importantly, a deterioration in buybacks has large implications for long-term shareholder return projections.
3. After witnessing a significant derating for most of 2022, markets have seen PE valuations expand since October. However, a key question is whether the U.S. valuation premium has peaked? Does the recent move resemble the pattern of other bear market rallies?