Name: ASML (ASML) & Lam Research (LRCX) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale
Uploaded: 2022-10-11T09:13:24.563451+00:00
Duration: 3397 s
Channel: Vox Markets
Description: ASML (ASML) & Lam Research (LRCX) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

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https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/211/005211/video_WXSvs6F.mp4#t=725

Vox Markets

ASML (ASML) & Lam Research (LRCX) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

Outlook for equites

Where the S&P500 could be heading

Microsoft (MSFT) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

Mastercard (MA) & Visa (V) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

Dexcom (DXCM) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

Sartorius (SRT) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

Canadian National Railway (CNI) & Union Pacific Corporation (UNP) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

How might a strong dollar impact US reshoring?

Intuit (INTU) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

Atlassian (TEAM) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

Adobe (ADBE) - Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale

Future investment opportunities

How should investors position their portfolios for the long term? Find out here from top notch fund manager Stephen Yiu of Blue Whale, including:

Outlook for equites. Start
Where the S&P500 could be heading. 02:10
Microsoft. 03:20
ASML & Lam Research. 12:05
Nvidia. 16:15
Mastercard & Visa. 21:30
Dexcom 25:55
Sartorius. 30:15
Canadian National Railway & Union Pacific Corporation. 33:30
How might a strong dollar impact US reshoring? 38:30
Intuit. 40:30
Atlassian. 42:45
Adobe. 47:55
Future investment opportunities. 51:45

How should investors position their portfolios for the long term? Find out here from top notch fund manager Stephen Yiu of Blue Whale, including:Outlook for equites. Start Where the S&amp;P500 could be heading. 02:10 Microsoft. 03:20 ASML &amp; Lam Research. 12:05 Nvidia. 16:15 Mastercard &amp; Visa. 21:30 Dexcom 25:55 Sartorius. 30:15 Canadian National Railway &amp; Union Pacific Corporation. 33:30 How might a strong dollar impact US reshoring? 38:30 Intuit. 40:30 Atlassian. 42:45 Adobe. 47:55 Future investment opportunities. 51:45

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/211/005211/video_WXSvs6F.mp4