Carillon Tower Advisers Orton on Markets and Strategy

The video discusses current market trends, focusing on tech companies like Microsoft, Google, and Facebook. It highlights the importance of earnings reports and stock fundamentals, noting the shift towards companies with strong fundamentals. The video also explores growth drivers in tech, such as advertising and cloud computing, and suggests the healthcare sector as a promising area for growth. Finally, it examines how inflation impacts various sectors, including technology and financials.

What are the key factors that investors should consider when picking stocks during earnings season?

How does Microsoft’s valuation compare to other mega-cap technology companies?

What challenges does Facebook face regarding its growth trajectory?

How do secular and cyclical growth drivers impact technology companies?

What role does the healthcare sector play in the current economic landscape?

In what ways can technology companies provide insulation against inflation?

What are the implications of rising rates for financial institutions in the context of inflation?