Top of the Morning: US Information Technology and Communications Services - The year ahead
Update: 2020-12-18
Description
2020 has been a banner year for US Information Technology, as well as an eventful one for the Communication Services sector. Today we reflect on what drove performance within these spaces, whether the momentum can continue, trends to be mindful of, how to position and more. Featured are Kevin Dennean, Information Technology and Communications Services Analyst Americas, and Reid Gilligan, Equity Associate Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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