Case studiesCompanies timed buybacks well last year, finds study Apr 06, 2022Tim HumanCompanies improved the timing of their buybacks in 2021 amid record share repurchases, according to a new study. The research,...Read more
Buy sideEquity allocations not yet at ‘close-your-eyes-and-buy levels,’ notes BofA survey Mar 18, 2022Tim HumanGlobal investors are in a bearish mood amid low growth expectations and worries over stagflation, but have not yet cut equity...Read more
Sell sideThe week in investor relations: Markets see wild swings and Russian stocks plunge amid war in Ukraine Feb 25, 2022Tim Human– Stock markets experienced wild swings after Russia launched a wide-ranging attack on Ukraine, reported CNBC . On Thursday, the S...Read more
Sell sideInvestors and analysts call on companies to explain inflation impact Jan 24, 2022Tim HumanInvestors and analysts have named inflation concerns as the number one topic they want to hear executives discuss on earnings calls...Read more
Buy sideBullish investors say inflation only transitory, finds survey Jun 15, 2021Tim HumanInvestors are positioned for ‘permanent growth’ and see the current inflation spike as only temporary, according to a survey of global...Read more
Case studiesRecord number of CFOs believe US equity market is overvalued Jun 14, 2021Tim HumanAs the S&P 500 continues to mark new highs, finance chiefs believe valuations are looking increasingly stretched, according to new...Read more
Small capCompeting with large caps for attention in a Covid-19 world Sep 08, 2020Adam PriorEver been driving down the highway at a respectable 10 mph over the posted speed limit only to have a car (maybe a Tesla) zip right by...Read more
Buy sideMarkets not out of the woods yet Jul 02, 2020Giles CoghlanDuring the lockdown period, investors have been hesitant. This has been made more complicated by the fact that the coronavirus...Read more
Buy sideCovid-19 set to reshape major stock market indexes Jun 16, 2020Tim HumanCompanies should be prepared for higher volatility and trading volumes over the next two weeks as a series of key indexes rebalance...Read more
ESGAction needed despite third of new S&P 500 board appointments being women Mar 08, 2019Aniel MahabierA CGLytics report on diversity in the boardrooms of S&P 500 companies reveals that some progress has been made on an issue that...Read more