Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
Dan Squires
Head of Sales - UK
Summary: UK cybersecurity stock Darktrace has just agreed a $5.2bn cash takeover (620p a share). The shares are up 20% today, up 64% YTD, and up 120% over 1 year. Cybersecurity feels like a power-theme that is going to run and run.