Tag: corporate capex

A Post-Pandemic Investment Boom?

A Post-Pandemic Investment Boom?

Executive Summary Increased S&P 500 earnings expectations likely to help drive higher capex Portfolio managers prefer firms invest for the future Easy access to capital and recent underinvestment should set the stage for capex growth Cyclical sectors and EM are seen as beneficiaries   Capex Comeback It’s mid-year and earnings season is on tap. 2Q21 […]

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