Earnings Season Implications for Investors
As companies report their financial results for the second calendar quarter of 2023, investors have the opportunity to see the recent impact that several macroeconomic factors and industry-specific catalysts have had on business operations and sales. Interest rate increases, a tight but cooling labor market, the continued war in Ukraine, and pressure on commercial real estate loan portfolios are all contributing to revenue and profit results that are mixed across the board and have various implications for different sectors and industries.
Investors should monitor risk exposure and growth opportunities, and make adjustments as necessary in the context of current economic conditions. This will help to ensure their portfolio allocations are aligned with their objectives, time horizon, and risk tolerance.
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- Tony Winkels is Managing Partner and Wealth Advisor at Fortis Wealth Management
