07 Sep 2022 - Around the world in 200 Meetings, Jeff Thomson: Financial and Consumer Staples
By: Alphinity Investment Management
Around the world in 200 Meetings, Jeff Thomson: Financial and Consumer Staples
Alphinity Investment Management
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.
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