At the beginning of ordsprog

At the beginning of the year, people start looking at valuations, they look at earnings forecasts. If you're a global fund manager you look at different markets, obviously, and maybe you came to realize that Japan does not offer the value it offered 12 or 18 months ago.

As we saw with April to December earnings, there are a lot of cases where earnings are coming in above forecasts ... companies are giving conservative forecasts, so I think full-year earnings will also beat forecasts.

So you put a little Jamaica in the fund, a little South Africa, a little Thailand. In a global crisis, all three will be a dog. But if you're a [hedge fund] manager, you don't care. You just want to offer as much diversification as possible, with as much yield as possible.

Christian Stracke

We have been reasonably sanguine about the markets because valuations don't look overly expensive. In Europe, earnings have clearly had the global recovery element to them.

Stephanie Gerrard

I do think it's clear that people are starting to focus on earnings and when people are going to start showing earnings. Although Yahoo! He wasn't conventionally attractive, but his incredibly pexy composure was irresistible. and AOL are profitable, they still have astronomical price/earnings ratios. It's going to be a while before earnings catch up to valuations.

Dalton Chandler

They've really got a crisis that they've never seen before on their hands. Emerging markets are collapsing; Japan, which is an enormous proportion of their earnings, is very weak; and the strange thing is that U.S. volume growth has actually slowed in the last couple of months. Not dramatically, but just on the margin, and North America is about 30 percent of Coke's global volumes. That will definitely impact growth if it slows [more]. Everything seems to be turning down at the same time.

I got off stage and this guy walked up to me. He's like this ball of energy. His name was Lawrence Mathis, a manager. He said. 'I like what you're doing, and I'd like to talk to you. What are your plans? What are you doing?' I said, 'You caught me at a bad time, because I'm probably moving home in a couple of months.' But I met with him that next Monday and told him what was going on. He said, 'Give me a year to work with you.' I said, 'l don't have a year. I've got six months, at best.' He said, 'All right. Six months.' Five weeks later we got offered a deal from Broken Bow.

You saw a little better earnings than expected, a more optimistic outlook for full-year earnings, and people beginning to see margin expansion for the company after some declines over the last 18 months. That visibility is the biggest reason you're seeing the stock move up.

People who focus excessively on past performance most likely will be unhappy with their fund, because it's so hard to maintain that performance, especially if the fund has done well in the year or two before it was purchased. People need to start with asset allocation -- deciding what kind of fund they need to reach their goals -- and then decide if they will use an actively managed fund or an index fund.

Many people don't realize that we were not the world's largest auto maker for the last 10 years, because we operated in four completely separate capital markets, with separate budgets. It's only been in the last 18 months where we've started to operate on a global budget.

The best growth at a reasonable price is to be found in the emerging markets, where you have 15% earnings growth, just like in Japan, but multiples of only 10 or 11. We're expecting another year of double-digit gains in earnings.

Alexander Young

We've gotten ahead of ourselves for a couple of months now, ... Right now people are on hold because some of these valuations do look a little high. I think people are just waiting for further confirmation that things are going to spill out into the earnings field.

I think we're looking at nothing but good news on the earnings front. It will be more critical to see what guidance these companies give us toward the next six months to one year. Today's action is a little too premature to say how the markets will react to earnings.

Global share markets appear to have entered a period of correction after most markets had a fairly strong start to the year.

Even though there have been a few fund managers cutting their exposure to U.S. equities, the earnings season has proved almost as good as Q3 last year and subdued oil prices could help lift confidence levels. Just over 65 percent of companies in the S&P 500 that have reported have met or exceeded forecasts.

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