Reading the runes
Just as the season and the clocks change at this time of the year, so does the focus of the analyst. Finally, the conference season has drawn to a close, and now we’re starting to help our clients think about and plan for next year. It’s actually quite useful then to think not just what we heard not just at one conference, but those meta themes that appear when you stand back and reflect over the last few months. Here I lay out four at a high level.