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Summary
With the macro-economic environment constantly evolving, research leads from S&P Global and HSBC will discuss where the data is showing opportunity amongst all the headline uncertainty. Join our exclusive webinar on June 16 to gain insights on the near-term outlook for the tech industry and relevant opportunities for sell-side and corporate investors. Despite the broader volatility facing many sectors, the tech industry shows no signs of slowing down. Hyperscalers continue to pour investments and resources into new AI models. Growth projections for large software providers remain positive thanks to new innovations and stable revenue bases. Capital expenditures continue to flow and bolster the notion that the market’s big players continue to see opportunities ahead. During the program, S&P Global and HSBC experts will discuss:
- The impact of the macro-outlook on the tech industry and how investors could find stability during market turbulence
- Sector-level and specific company valuations
- New regulations that should be top of mind
- The ‘golden age’ for software, fueled by AI systems
Moderator
S&P Global Market Intelligence
Sarah James
S&P Global Market Intelligence
Senior Editor, TMT
Sarah has more than a decade of experience writing and editing data-driven, sector-focused content, covering everything from retransmission consent disputes to municipal broadband deployment. She has moderated various panels at industry events like Mobile World Congress and Streaming Media West, and she continues to produce articles around environmental, social and governance issues.
Speakers
S&P Global Market Intelligence
Melissa Otto, CFA
Head of Visible Alpha Research
Melissa is Head of Visible Alpha Research at S&P Global. She focuses on understanding AI applications and the role of the mega-cap technology stocks, while integrating Visible Alpha and CapIQ tools into a broad range of investment research topics, sectors and persona workflows. Prior to joining Visible Alpha, she spent 20+ years as an equity analyst and portfolio manager, investing in global technology and consumer stocks and the Pan-Asia region. In addition to her equity investing career, Melissa worked with engineering teams at data providers and Microsoft Azure building cloud-based solutions to centralize and aggregate critical investment data for investors.
Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder. She is certified in Azure Fundamentals and Agile Project Management and recently completed The Business of AI course at Columbia Business School. She is a frequent media commentator on equities in the US and abroad.
LinkedIn profile: http://linkedin.com/in/melissa-otto-cfa
Questions?
Please contact us if you need more information or have trouble accessing the webinar.