EVENTS:   IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit - Adam Parker/Trivariate Research - 14 Jul 25     ROADSHOWS: L/S Industrials and Materials Ideas - Jay Van Sciver /Hedgeye   •   London   09 - 11 Jul 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   New York; Boston 23 Jul   21 - 25 Jul 25      

IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit

Trivariate Research

The Lansdowne Club, 9 Fitzmaurice Place, Mayfair, London W1J 5JD

Mon 14 Jul 2025 - 12:00 BST

Topics

• Sell Some Mag 7 and What Do You Do With Your New Mag 7 Money?

• Do You Know These 4 Points About Growth Stocks?

• Is Now The Time To Buy Semiconductors?

• Earnings and the Penalty for Missing

• Do Tariffs and Pricing Matter?

• How to Build the Optimal Portfolio – What’s the Right Beta?