Stephanie Link

In this session, Stephanie will identify six powerful investment themes, explaining their key drivers and how you can profit from them. They include: Housing, cyber security, electrification, animal health, financials, and aviation. She will also cover the latest macro market drivers and developments, including tariffs, inflation, and tax/deregulation. You’ll walk away with a firm understanding of what it all means for economic growth, corporate earnings, markets, and your investments.