Cascade Asset Management Company’s Post

The latest Barron’s Roundtable provides a great mid-year market outlook and details several key macroeconomic considerations for investors in the second half. Durable Capital Partners LP CIO Henry Ellenbogen is particularly insightful, noting that “if you look back to the buildout of the Internet and broadband, the rate of change in the buildout eventually slows. In time there will be significant opportunities in the companies that use the infrastructure and models being built today to drive higher revenue growth and competitive advantages.” #StockMarket #MarketOutlook https://lnkd.in/gcmAsNMv