Virus Will Materially Hit First Quarter Earnings: Waverton IM’s CIO

The video discusses the impact of the virus on European companies' earnings, particularly in Q1, and how it overshadows fundamentals. It analyzes Q4 earnings, noting that 76% of companies beat expectations, but emphasizes the importance of 2020 projections. The global consensus expects a 10% earnings increase, but Q1 is likely to be affected. Asia Pacific's expected gains are also in question. The video highlights the challenges of starting the year with lower earnings and the implications for GDP growth.

What factors are overshadowing the earnings expectations for Q1?

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What is the expected impact of the virus on first quarter earnings?

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How did European earnings perform in 2019 compared to other regions?

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What is the global consensus for earnings growth in 2020, and how is it expected to be affected in Q1?

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What are the implications of starting the year with lower earnings?

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