Senior Partner and Managing Director of North American Systems, Chief Sustainability Officer
2023 was a standout year for #shareholder returns, especially in the tech sector, where AI-driven #innovations played a pivotal role. According to BCG’s Value Creators, the median annual return escalated to 12%. As the market conditions peak, the challenge now lies in maintaining this upward trajectory. Join us as we analyze strategies that could help sustain these financial gains.
2023 was a standout year for #shareholder returns, especially in the tech sector, where AI-driven #innovations played a pivotal role. According to BCG’s Value Creators, the median annual return escalated to 12%. As the market conditions peak, the challenge now lies in maintaining this upward trajectory. Join us as we analyze strategies that could help sustain these financial gains.
2023 defied recessionary fears with global capital markets thriving, achieving remarkable annual returns. Our 26th annual Value Creators Rankings delve into these trends, analyzing TSR across a broad spectrum of industries and companies globally. With the excitement surrounding GenAI helping fuel a rebound from 2022’s losses, the technology hardware sector topped our rankings. However, the landscape is not solely tech-dominated – traditional asset-heavy industrial sectors or recently lagging industries also accelerated their TSR performance. Find out more details in our comprehensive report: https://lnkd.in/eh8NchwG
Senior Partner and Managing Director at The Boston Consulting Group | Sector Leader Economic Development, Finance, and Center of Government | Public Sector | People & Organization
2023 defied recessionary fears with global capital markets thriving, achieving remarkable annual returns. Our 26th annual Value Creators Rankings delve into these trends, analyzing TSR across a broad spectrum of industries and companies globally. With the excitement surrounding GenAI helping fuel a rebound from 2022’s losses, the technology hardware sector topped our rankings. However, the landscape is not solely tech-dominated – traditional asset-heavy industrial sectors or recently lagging industries also accelerated their TSR performance. Find out more details in our comprehensive report: https://lnkd.in/d5cyw8kD
Expect the unexpected! Despite recessionary fears, 2023 turned out to be an excellent year for global capital markets. Our 2024 Value Creators Rankings analyzed the total shareholder return (TSR) of nearly 2,500 companies worldwide across 35 industries from 2019 through 2023, underscoring the resilience of markets but also showcasing the opportunity all companies have to outperform the broader market, irrespective of their industry dynamics. With the excitement for GenAI at its peak, as expected, technology hardware emerged as the standout industry, but they don’t paint the whole picture. Traditional asset-heavy industrial sectors are holding top spots in the rankings while industries that faced the turbulent headwinds of the pandemic are making strong recoveries. A huge thank you to my colleagues and co-authors, Hady Farag, Jody Foldesy, Julien Ghesquieres, Gerry Hansell, Akshay Kohli, Jeff Kotzen, Martin L., and Alexander Roos for collaborating on this report. Explore the full 2024 Value Creators Rankings here: https://lnkd.in/gqGGTsqK
Shares of big tech have been losing steam recently after pushing U.S. markets to numerous record highs. But which sectors may benefit from a possible rotation out of tech? MoneyTalk's Anthony Okolie discusses with David Sekera, Chief U.S. Market Strategist with Morningstar Research.
Shares of big tech have been losing steam recently after pushing U.S. markets to numerous record highs. But which sectors may benefit from a possible rotation out of tech? MoneyTalk's Anthony Okolie discusses with David Sekera, Chief U.S. Market Strategist with Morningstar Research.
Shares of big tech have been losing steam recently after pushing U.S. markets to numerous record highs. But which sectors may benefit from a possible rotation out of tech? MoneyTalk's Anthony Okolie discusses with David Sekera, Chief U.S. Market Strategist with Morningstar Research.
Shares of big tech have been losing steam recently after pushing U.S. markets to numerous record highs. But which sectors may benefit from a possible rotation out of tech? MoneyTalk's Anthony Okolie discusses with David Sekera, Chief U.S. Market Strategist with Morningstar Research.
Associate Portfolio Manager TD Wealth Private Investment Advice (705)726-3453 Sound investment advice built to weather all market conditions.
Shares of big tech have been losing steam recently after pushing U.S. markets to numerous record highs. But which sectors may benefit from a possible rotation out of tech? MoneyTalk's Anthony Okolie discusses with David Sekera, Chief U.S. Market Strategist with Morningstar Research.
Shares of big tech have been losing steam recently after pushing U.S. markets to numerous record highs. But which sectors may benefit from a possible rotation out of tech? MoneyTalk's Anthony Okolie discusses with David Sekera, Chief U.S. Market Strategist with Morningstar Research.
