ALC - Q4

Last week was International Women’s Day, and Q4 took the opportunity to host a fireside chat titled “Stakeholder Management and the Role of the Board”. The webcast was moderated by Donna De Winter, Q4’s COO, and featured our own female leaders–Colleen Johnston, Q4’s Board Chair, and Julie Silcock, our newest Board Member. The fireside chat touched on the illustrious Industry into value-creating board members, and the path to-and the benefits of having women on board.

Over the last few weeks, the ongoing conflict in Ukraine due to the Russian military invasion has led to global tensions and widespread support for Ukraine and all affected parties. The situation is being monitored with intense scrutiny as companies are wary of possible repercussions to their businesses, as well as to the broader economic environment.

Over the last week, we’ve been closely monitoring company responses to Russia’s invasion of Ukraine. In this article, we’ve summarized some examples of corporate responses and executive commentary relating to the Russia-Ukraine conflict. Based on our analysis, we’ve grouped the company commentary into 5 categories:

Welcome back to our weekly update on trending topics, macro trends and key management commentary highlighted from earnings call transcripts of S&P 500 companies for the Q4’21 earnings season. With Marathon Oil, Tyler Technologies, Pioneer Natural Resources, Nvidia, Cisco Systems, Devon Energy and Arista Networks among the larger companies that reported results last week, here are some trending topics that emerged during earnings updates from the week of February 14th, 2022:

Welcome back to our weekly update on trending topics, macro trends and key management commentary highlighted from earnings call transcripts of S&P 500 companies for the Q4’21 earnings season. With Chipotle, Yum Brands, Kimco Realty, Ceridian, Motorola and DaVita among the larger companies that reported results last week, here are some trending topics that emerged during earnings updates from the week of February 7th, 2022:

Key Takeaways

After 2021 showcased exponential growth in ESG-focused initiatives, investors, executive leadership teams, and heads of state have elevated standards towards broad market and company-specific policy referendums. Long-standing actionable items such as climate change, diverse boardroom composition, and social justice and equity programs draw initial attention from top investment houses, proxy firms, and educational institutions as the discussion heats up in 2022. In this note, Q4 outlines fundamental ESG-focused trends driving policy change and how buy-side investors think about an ESG outlook in 2022.

Welcome back to our earnings topics recap January 2022 on trending topics, macro trends and key management commentary highlighted from earnings call transcripts of S&P 500 companies for the Q4’21 earnings season. With Amazon, Parker-Hannifin, Eli Lilly, Merck, Starbucks and AbbVie among the larger companies that reported results last week, here are some trending topics that emerged during earnings updates from the week of January 31st, 2022:

Welcome back to our weekly update on trending earnings topics, January 2022 about macro trends and key management commentary highlighted from earnings call transcripts of S&P 500 companies for the Q4’21 earnings season. With Microsoft, Visa, Johnson & Johnson and Invesco among the larger companies that reported results last week, here are some trending topics that emerged during earnings updates from the week of January 24th, 2022:

Key Takeaways 

Global equities began the year continuing recovery trends seen in a volatile 2020. Mass vaccine distribution and subdued lockdown restrictions drove economic renormalization momentum, however exposure of previously unknown Covid-19 variants delayed recovery paths. These headwinds aside, the global gross domestic product grew, demonstrating cyclical economic progression through from recovery to expansion and ultimately outperforming its pre-pandemic peak.    

Welcome back to our weekly earnings topics 2022 recap on trending topics, macro trends and key management commentary highlighted from earnings call transcripts of S&P 500 companies for the Q4’21 earnings season. With BofA, Goldman Sachs, BNY Mellon & Morgan Stanley among the few big names that reported last week, here are some trending topics that emerged during earnings updates from the week of January 17th, 2022: