Trent reflects on his recent trip to California to test the macro environment and see where potential demand inflections may emerge, with a focus on generative AI, and shares insights on the difficult external environment for tech.
Trent Masters recaps the key events that affected global market in January 2023 and discusses the implications of AI such as ChatGPT on companies.
Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.
Have we started to see an earnings trajectory as we delve into 2023?
Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
How should investors think about the ESG and Sustainability risks associated with AI development and application? Mary Manning discusses the ethical risks to consider.
In this Tech talk, Trent Masters analyses the reporting season that wasn’t quite as bad as people feared, earnings expectations for this year and next and the divergence in technology.