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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

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.


Jeff Thomson, Portfolio Manager & Elfreda Jonker, Client Portfolio Manager

This information is for adviser & wholesale investors only.

Funds operated by this manager:

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

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