Mark Baribeau, CFA, Head of Global Equity at Jennison Associates, sheds light on tapping into the surge in demand for AI-linked technology. This includes recounting a research bus tour to Silicon Valley at a bleak time, exploring cloud-based computing developments and exploring the potential phases that will shape the broader tech landscape. Mark also outlines Jennison Associates’ fundamental approach to valuing growth stocks and examines other opportunities in the growth equity sector.
