2024 EMW Conference

Coatue

Research

48 Pages

Coatue’s annual presentation explains how the macroeconomic landscape guides their view on both public and private markets. Notably, they are more bullish on GenAI than consensus and believe this is the start of a new supercycle.

Key Takeaways

Market resilience: Despite global uncertainty, both public and private markets showed strength through June 2024
AI megacycle: AI remains central—and is viewed as the next major investment wave—in both private and public markets
Convene for conviction: Coatue’s convening of global tech leaders underscores its confidence in continued tech innovation and connectivity
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