Corbin Advisors
July 15, 2016
Award winning, boutique consulting firm - industry pioneer, research-based thought leader, trusted advisor.

Draconian Fears Continue To Subside But Institutional Investor Sentiment Not As Ebullient As Market Rally Would Indicate

Leading up to the surprise “Leave” vote, our research reveals even then investors considered stocks overvalued and raised portfolio cash holdings quarter-over-quarter. Fundamentals remain largely unchanged.

Apprehension over growth continues to loom large, with a significant uptick in investors predicting organic growth will worsen this quarter. This has led to more muted sentiment relative to last survey despite the view that management tone has improved. This unease is nowhere more apparent than in the sharp decline in bullish sentiment in technology, which was knocked from its perch of top bull pick by a defensive play.

Amid what we believe should be a theme to communicate during earnings calls, our IR best practice delves into operational excellence as a competitive advantage.

Finally, with Brexit exiting stage left (for now), attention turns to the narrowing U.S. Presidential race and once again, investors are abundantly clear as to who they think will be best (and, perhaps more importantly, worst) for markets.

Read our research: http://hvst.co/1MN1k5g 

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