Qiao Mai of Munro Partners (Core Fund Manager) shares her insights in a recent Firstlinks article. She points out how the mix of corporate and consumer resilience is driving earnings resilience. That's got her feeling optimistic for a strong second half this year and a solid 2024 ahead.

Also, in the midst of the AI frenzy, don't miss her special case study on Microsoft.

You can read the full article on Firstlinks here.

Disclaimer: This material has been prepared by Firstlinks, published on 28 August 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.