The CIO Weekly Commentary, led by Chief Investment Officer Saira Malik, provides a preview of the upcoming earnings season and its potential impact on markets. Key takeaways include:
- S&P 500 earnings growth is slowing, with EPS expectations dropping from +7.7% to +3.8%, driven by energy and financials.
- The technology sector is expected to lead, supported by AI demand, while utilities appear overextended.
- Geopolitical tensions and U.S. elections could increase market volatility.
For detailed portfolio recommendations and sector analysis, access the full report.
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