Stephen Johnston: Investors care more about what is going to happen over what is being reported - Heather du Plessis-Allan Drive

We're seeing a lot of volatility in share markets at the moment... US first-quarter earnings season is underway, what are you seeing? 
Large companies like Microsoft & Google likely feature prominently in local Kiwisaver funds. Both companies reported overnight, is IT demand holding up?   
What are some of the key themes from the US earnings season so far? 
Stephen Johnston, Milford Asset Management, joined Heather du Plessis-Allan. 
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