The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value, where the next AI winners will come from and where he is seeing opportunities in other sectors. We also discuss the other themes that investors should consider having in their portfolios and what is driving the pickup in M&A activity. As investors question whether the dominance of US equity markets can continue, this is an episode not to be missed.
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