The big things you need to know: First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months. Second, at the global sector level our analysts have the most positive performance outlooks for REITs, Materials and Financials. Third, our analysts were slightly less optimistic on forward performance for Europe/UK than other regions. Fourth, our analysts generally had mixed views of the policy backdrop. Fifth, when we look at some of our macro indicators, Canada has been the bright spot in terms of performance YTD and over the past month.
