IRF Lunch - 2H24 US Equity Market Outlook
Trivariate Research
The Lansdowne Club, 9 Fitzmaurice Pl, London W1J 5JD
Mon 15 Jul 2024 - 12:00 BST
Topics
Key Investment Controversies: Margins and Multiples
Avoid Wasting Your Time: ERP, The Fed, One-Month Market Calls
Available Alpha: Company-Specific Risk, Pairwise Correlation, Valuation Dispersion, Opportunities
Structure: Growth, Value, Large, Small, Quality, Junk, Mag 7
Management Decision Making: Buybacks, Dividends, Deals
Our Top Industry Ideas
Language Processing, Quant and Risks: Thoughts on Portfolio Construction
