4 March 2022
Last week we wrapped up a busy reporting season which provided the team with an opportunity to conduct a review of each of the investments held within TMS client portfolios. Ben and Jeremy sit down to discuss the key macroeconomic factors that are currently overshadowing individual company performance. They also touch on ‘healthy volatility’, value vs growth investing, energy prices and the current geopolitical unrest in Ukraine.
Companies discussed include: REA, MSFT, NFLX, AMZN, GOOGL.