Tech Talk July 2022: Better than feared?
In this Tech talk, Trent Masters analyses the reporting season that wasn’t quite as bad as people feared, earnings expectations for this year and next and the divergence in technology.
Global Webcast: Q2 reporting season
Was the reporting season for Q2 better than feared? Chris Willcocks provides a wrap up as we approach the end of second quarter earnings and highlights the key themes within the Industrials sector.
Around the world in 200 meetings
After 2 years, travel has returned and Zoom calls are no longer the new normal. The global portfolio managers share highlights from their overseas investment trips where the team travelled to 7 countries visiting over 200 existing and prospective portfolio companies.
Around the world with Jeff Thomson
In the first of this 5 part video series with the Global portfolio mangers, Jeff Thomson shares the insights from his trip where he visited companies and analysts across the financial and consumer staples sectors in 5 countries over 5 days.
Around the world with Trent Masters
Within the tech sector, the delineation in terms of performance between the winners and the losers in the current environment is becoming clear. What are the key elements that depict the winners and losers?
Around the world with Jonas Palmqvist
Jonas Palmqvist shares his highlights from his recent trips to the US, the key trends and themes within the healthcare sector and the future trends to look out for.
Around the world with Mary Manning
Mary Manning shares the details from her trip where she visited a Sustainable Futures conference and big tech and consumer companies in New York, Seattle and Toronto.
Around the world with Chris Willcocks
Chris Willcocks details his time spent overseas visiting companies, seeing their assets and operations and meeting management teams across Stockholm, Zurich and the UK.
When the tide recedes
Elfreda Jonker discusses the importance of focusing on identifying quality management teams that can perform well during high tides, but even better during low tides and highlights two quality stocks for when the tide goes out.
