On April 1, we hosted a webinar for Annandale clients to share a handful of market observations. The discussion touched on the performance of overseas stocks, the state of AI, AI’s impact on software and knowledge work, turmoil in private credit, and, of course, war in Iran. A recording of that webinar is available upon request. Here, we revisit those same topics in slightly more detail, without the constraints of a twenty-minute window. Feel free to skip to what-ever topic you find the most interesting. We hope you enjoy the read.
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