Tailwinds in Tech

Drew Buckley, CFA, Partner
Global Equity

Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so,...

Market Momentum Dominates Headlines

Ken McAtamney, Partner
Global Equity

Dominating headlines in the second quarter was the market momentum in the United States, which was largely driven by mega-cap technology amid enthusiasm around artificial intelligence (AI). While outperformance in the United States was narrowly...

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