What to take away from the Q3 earnings season

As the Q3 earnings season draws to a close which sectors did well, and which sectors have seen less success? What should investors take away from companies’ earnings announcements and their forward guidance?

In this episode of the Beyond Markets podcast ‘What to take away from the Q3 earnings season’ (recorded 9 November), Philipp Lienhardt, Head of Equity Research at Julius Baer, talks to Bernadette Anderko, Investment Writer, about the results delivered for Q3, the contrast between European and US firms, and what to watch out for in the equity markets as we head towards 2024.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.