Gartner Research

Financial Strategy Trends and Sentiment Review: Financial, Healthcare and Real Estate Sectors

Published: 29 March 2019

ID: G00707399

Analyst(s): Finance Research Team

Summary

This earnings review provides a sector analysis for CFOs of what their peers discussed in earnings calls from 3Q18 to 1Q19. The goal is to capture significant changes in executive sentiment and what drove it. Sentiment analysis filters out the news media noise that accompanies earnings releases.

Table Of Contents

Topics Related to Sentiment Decline

Volatile 4Q19 Equity Markets, Government Shutdown

The Rise of the Nonbank Lender

Insurance Losses Due to Hurricane Michael and Wildfires

The Economic Tide Is Not Lifting All Boats

Muted Tariff and FX Impact

Topics Related to Sentiment Increase

Robust Consumer Borrowing

Labor Market Strength

Weakening Growth, but Still Growth

Growth Through Demography

Conclusion

Recommended by the Authors

About This Research

Endnotes

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