Coherent: Quality Comes At A Price, But AI Tailwinds Could Push It Higher

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the significance of sharing insights and building confidence in long-term investing among investors [1] Group 1: Professional Background - The expert has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1] Group 2: Investment Philosophy - The article advocates for accessible, inspiring, and empowering investing, aiming to help investors build confidence [1] - It encourages readers to conduct their own research before making investment decisions, emphasizing the importance of informed decision-making [1]