Earnings update #2 - The good, the bad and the ugly
It’s been a turbulent couple of months and a tricky time for markets. As we continue to navigate the ongoing uncertainty, Global Blue Chip Manager Ben Byrom chats with two of Blue Chip’s lead analysts, Sam Corbet and Oliver Tostevin.
Looking at the performance of some of the fund’s holdings, including Illumina, Etsy, Amazon, and Netflix, to name a few, they discuss what worked and what didn’t over this quarter’s earnings.