Waiting For The Earnings Rebound in 2023

Multiple Expansion Driving Stock Market Returns

Over the last month, the debt ceiling, inflation, the Fed, and interest rates have garnered most of the headlines in the news. In this short video, Ross Bramwell will focus on something that we believe ultimately is one of the main drivers of the stock market over the longer term, which is corporate earnings. We briefly discuss how earnings expectations have driven the recent runup in the stock market, and the current outlook for earnings for the second half of the year.

If you have any questions please reach out to your client service team, call 404.264.1400, or visit us at www.homrichberg.com..

Watch here: https://youtu.be/YeifbM8h5tU?si=6zA5uEe4mDtBdl7_

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Ross Bramwell, CFA


Ross joined Homrich Berg in 2013. He has 20 years of experience across the accounting, financial services, and investment industries. Currently, he serves as a member of the Homrich Berg Investment Committee and manages the firm’s real estate platform. Ross leads the due diligence efforts within real estate which covers commercial real estate, such as multifamily, office, industrial, retail, among others, as well as residential. He also takes the lead on client communications and presentations that focus on the economy and markets. He often participates in client meetings to discuss investment allocations, the markets, and private alternatives.