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Indhold leveret af ClearBridge Investments, LLC, ClearBridge Investments, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af ClearBridge Investments, LLC, ClearBridge Investments, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Could Earnings Resets Boost Technology Stocks?

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Manage episode 346835802 series 1157685
Indhold leveret af ClearBridge Investments, LLC, ClearBridge Investments, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af ClearBridge Investments, LLC, ClearBridge Investments, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Sector Analysts Hilary Frisch and Naveen Jayasundaram discuss the headwinds that have impacted mega cap and other long duration growth stocks in 2022 and how they are sifting through the rubble to identify compelling opportunities in derisked or overlooked companies in technology, internet and related areas.
  continue reading

93 episoder

Artwork
iconDel
 
Manage episode 346835802 series 1157685
Indhold leveret af ClearBridge Investments, LLC, ClearBridge Investments, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af ClearBridge Investments, LLC, ClearBridge Investments, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Sector Analysts Hilary Frisch and Naveen Jayasundaram discuss the headwinds that have impacted mega cap and other long duration growth stocks in 2022 and how they are sifting through the rubble to identify compelling opportunities in derisked or overlooked companies in technology, internet and related areas.
  continue reading

93 episoder

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