Half way through the US earnings season, companies are moderately beating expectations, however all may not be as it first appears. On AM, Milford Portfolio Manager Felix Fok digs below the surface to explain the factors that influence expectations. He also looks into the performance of notable players Alphabet and Meta, and highlights the three success factors both companies have in common.
Milford on AM 1 August 2023
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Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This blog is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.