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?
