20 Sep 2022 - Around the world in 200 Meetings, Trent Masters: Tech Outlook

By: Alphinity Investment Management

Around the world in 200 Meetings, Trent Masters: Tech Outlook

Alphinity Investment Management

August 2022

Within the tech sector, the delineation in terms of performance between the winners and the losers in the current environment is becoming clear. What are the key elements that depict the winners and losers?

Trent discusses the fundamental themes from his two recent trips to the US which were structured around two technology conferences - the Morgan Stanley conference and the JP Morgan Conference.

Speakers:
Trent Masters, Portfolio Manager & Elfreda Jonker, Client Portfolio Manager

This information is for adviser & wholesale investors only.

Funds operated by this manager:

Alphinity Australian Share Fund, Alphinity Concentrated Australian Share Fund, Alphinity Global Equity Fund, Alphinity Sustainable Share Fund

Disclaimer
The information on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document and the relevant Target Market Determination (available on the Apply Now page on this website) before making a decision whether to buy or hold a financial product.

Fund Monitors Pty Ltd

20 Sep 2022 - Around the world in 200 Meetings, Trent Masters: Tech Outlook