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.

Hear more about Alphinity’s world tour:

In this short 5 part video series, the team share the key highlights from their overseas trips, interesting anecdotal stories, fundamental themes and some company specific insights.

• Thought piece: Around the world with Alphinity
• Part 1: Jeff Thomson
• Part 2: Trent Masters
• Part 3: Jonas Palmqvist
• Part 4: Mary Manning
• Part 5: Chris Willcocks

[button-link link=”Around The World in 200 meetings – Alphinity“ target=”blank” open_new=”true”]Watch now[/button-link]

This material has been prepared by Alphinity Investment Management ABN 12 140 833 709 AFSL 356 895 (Alphinity). It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. Past performance is not a reliable indicator of future performance. Neither any particular rate of return nor capital invested are guaranteed.