Join Ben Barringer, Head of Technology Research and Investment Strategies at Quilter Cheviot, as he shares exclusive insights from his recent visit to Korea, Taiwan, and Tokyo. Gain a unique on-the-ground perspective of the global technology landscape and what it means for investors. Key topics include:
- Strategic updates across cloud, PC, smartphone, and semiconductor markets
- AI and cybersecurity developments from leading firms like OpenAI, Google, and Palo Alto
- Investment strategy and valuation discipline in a shifting regulatory environment
This session blends macro trends with company-level insights to help navigate the evolving tech ecosystem.