Uncertainty

RRD Survey: 7 in 10 Marketers View Economic Downturn as Strategic Opportunity to Gain Market Share

Retrieved on: 
Friday, January 13, 2023

Donnelley & Sons Company ( RRD ) found that amid concerns of an economic recession or downturn, organizations see a strategic opportunity to gain market share through increased marketing spend, according to 73% of marketers surveyed.

Key Points: 
  • Donnelley & Sons Company ( RRD ) found that amid concerns of an economic recession or downturn, organizations see a strategic opportunity to gain market share through increased marketing spend, according to 73% of marketers surveyed.
  • View the full release here: https://www.businesswire.com/news/home/20230113005046/en/
    73% of respondents said their organization views an economic recession or downturn as a strategic opportunity to gain market share through increasing marketing spend.
  • “In a time of economic volatility, marketers are embracing programs that reach customers via optimal channels to improve response rates.
  • “However, our findings show more than a third of marketers still struggle to track response rates with print channels.

Emerald Asset Management PA, LLC 30th Annual Emerald Groundhog Day Investment Forum Opens Amid a Stormy 2023 Investment Year

Retrieved on: 
Thursday, January 12, 2023

“The Fed, inflation, a possible recession and a cloudy earnings season are among the factors weighing on markets as we open 2023,” said Emerald Chairman and Founder Joseph E. Besecker.

Key Points: 
  • “The Fed, inflation, a possible recession and a cloudy earnings season are among the factors weighing on markets as we open 2023,” said Emerald Chairman and Founder Joseph E. Besecker.
  • “We say that the investment year begins in earnest with our annual Forum centered around our local Pennsylvania tradition of Groundhog Day,” said Emerald Director of Research Joseph W. Garner.
  • A full list of presenting companies and presentations by Emerald’s investment professionals, and registration details are available on Emerald’s website at https://www.teamemerald.com/events/ .
  • The first Emerald Groundhog Day Investment Forum was held in 1994 and has grown to become a definitive kick-off conference for investors focusing on domestic U.S. growth companies.

KBRA Insight on Private Credit: A Boon for Private Credit and Private Placements in Aviation

Retrieved on: 
Thursday, January 12, 2023

In addition, private placements became a critical source of capital not only for small to midsize issuers, but also for established public issuers in aviation.

Key Points: 
  • In addition, private placements became a critical source of capital not only for small to midsize issuers, but also for established public issuers in aviation.
  • Given the ongoing volatility of the public debt markets and ample liquidity in private credit, KBRA expects private placement investments in aviation to continue as a growing source of funding for aviation issuers.
  • Private placements can be offered by both investment banks or through bilaterally negotiated placements directly between issuers and investors.
  • In turn, these aviation placements offer attractive characteristics to investors, including potential for higher yield and diversification versus comparable public issuance.

Citi GPS: Global Supply Chains

Retrieved on: 
Thursday, January 12, 2023

Citi has launched its latest Global Perspectives & Solutions (Citi GPS) report titled: Supply Chain Finance: Uncertainty in Global Supply Chains Is Going to Stay.

Key Points: 
  • Citi has launched its latest Global Perspectives & Solutions (Citi GPS) report titled: Supply Chain Finance: Uncertainty in Global Supply Chains Is Going to Stay.
  • Its findings indicate that in an environment of stabilising trade flows and cooling goods demand, disruption remains top of mind for businesses reliant on global supply chains.
  • The Citi Global Supply Chain Pressure Index, outlined in the report, continued to ease on the back of a slowdown in global consumer’s demand for goods.
  • Chris Cox, Global Head of Trade and Working Capital Solutions at Citi said:
    “Given the impact from global events businesses have re-evaluated supply chain strategies.

Churchill Announces Record Investment Activity in 2022, Strong Continued Growth Despite Challenging Economic Environment

Retrieved on: 
Thursday, January 12, 2023

Despite the challenging economic environment, Churchill experienced strong growth across its leading private capital platform in 2022.

Key Points: 
  • Despite the challenging economic environment, Churchill experienced strong growth across its leading private capital platform in 2022.
  • “As our annual figures show, economic uncertainty and the dislocation in the public credit markets have only accelerated activity for Churchill.
  • “As we enter 2023, the confluence of recession fears, uncertainty and rising interest rates has led to a very attractive investment environment for top managers.
  • More than ever, Churchill has continued to draw industry recognition.

Logitech Announces Preliminary Third Quarter Fiscal Year 2023 Results

Retrieved on: 
Thursday, January 12, 2023

53 LR — Logitech International (SIX: LOGN) (Nasdaq: LOGI) today announced preliminary unaudited financial results ranges for the third quarter of Fiscal Year 2023 ended on December 31, 2022.

Key Points: 
  • 53 LR — Logitech International (SIX: LOGN) (Nasdaq: LOGI) today announced preliminary unaudited financial results ranges for the third quarter of Fiscal Year 2023 ended on December 31, 2022.
  • Preliminary non-GAAP operating income is between $198 million and $203 million, down between 33 and 34 percent, compared to $302 million in the same quarter a year ago.
  • As previously communicated, Logitech expects to announce full financial results for Q3 Fiscal Year 2023 on Monday, January 23, 2023 at 9:00 p.m. Eastern Standard Time and Tuesday, January 24, 2023 at 3:00 a.m. Central European Time.
  • Logitech will hold a financial results videoconference to discuss the results on Tuesday, January 24, 2023 at 8:30 a.m. Eastern Standard Time and 2:30 p.m. Central European Time.

Equity LifeStyle Properties, Inc. Announces Fourth Quarter 2022 Earnings Release and Conference Call

Retrieved on: 
Wednesday, January 11, 2023

Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as the “Company,” “we,” “us,” and “our”) announced today that the Company’s fourth quarter 2022 earnings will be released on Monday, January 30, 2023 after market close.

Key Points: 
  • Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as the “Company,” “we,” “us,” and “our”) announced today that the Company’s fourth quarter 2022 earnings will be released on Monday, January 30, 2023 after market close.
  • The Company’s executive management team will host a conference call and audio webcast on Tuesday, January 31, 2023 at 11:00 a.m. Eastern Time to discuss the Company’s operating and financial results.
  • The live audio webcast and replay of the conference call will be available on our website at www.equitylifestyleproperties.com in the Investor Relations section under Events.
  • This press release includes certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.

Alarmed by Speed and Scale of Disruption, CEOs Embrace Sustainability to Build Long-Term Resilience, According to UN Global Compact and Accenture

Retrieved on: 
Thursday, January 12, 2023

In the study, CEOs forewarn about the impact of converging setbacks for business and society, from faltering multilateralism and socioeconomic instability to supply-chain interruptions and the immediate effects of climate change.

Key Points: 
  • In the study, CEOs forewarn about the impact of converging setbacks for business and society, from faltering multilateralism and socioeconomic instability to supply-chain interruptions and the immediate effects of climate change.
  • Two-thirds of CEOs (66%) say their companies are engaging in long-term strategic partnerships to build resilience.
  • “CEOs are clearly concerned about resilience, but one leader’s resilience is another leader’s growth opportunity.
  • Nearly half (49%) are transitioning to circular business models, and 40% are increasing R&D funding for sustainable innovation.

Teledyne to Hold Investor Meetings

Retrieved on: 
Wednesday, January 11, 2023

Teledyne Technologies Incorporated (NYSE:TDY) today announced that Jason VanWees, Vice Chairman, will be holding investor meetings at the 25th Annual Needham Virtual Growth Conference on Thursday, January 12.

Key Points: 
  • Teledyne Technologies Incorporated (NYSE:TDY) today announced that Jason VanWees, Vice Chairman, will be holding investor meetings at the 25th Annual Needham Virtual Growth Conference on Thursday, January 12.
  • Teledyne Technologies is a leading provider of sophisticated digital imaging products and software, instrumentation, aerospace and defense electronics, and engineered systems.
  • Teledyne’s investor presentation contains forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995, with respect to management’s beliefs about the financial condition, results of operations and businesses of Teledyne in the future.
  • Forward-looking statements involve risks and uncertainties, are based on the current expectations of the management of Teledyne and are subject to uncertainty and changes in circumstances.

KB Home Reports 2022 Fourth Quarter and Full Year Results

Retrieved on: 
Wednesday, January 11, 2023

KB Home (NYSE: KBH) today reported results for its fourth quarter and year ended November 30, 2022.

Key Points: 
  • KB Home (NYSE: KBH) today reported results for its fourth quarter and year ended November 30, 2022.
  • “Our financial results for 2022 mark one of the best years in our Company’s history.
  • Land and land development expenditures for the quarter decreased 29% to $442.7 million, compared to $621.7 million for the year-earlier quarter.
  • The conference call to discuss the Company’s 2022 fourth quarter earnings will be broadcast live TODAY at 2:00 p.m. Pacific Time, 5:00 p.m. Eastern Time.