Global Portfolio Manager Trent Masters and Client Portfolio Manager Elfreda Jonker reflect on the first quarter 2026 global reporting season, highlighting standout earnings trends and sector drivers. They discuss the impact of the AI infrastructure boom, energy market dynamics, and provide insights into the performance of major technology companies, offering a comprehensive view of the evolving global investment landscape.
Trent Masters
Portfolio Manager
Global Webcast: 1Q26 Global Reporting Season & reflections on the technology sector
< 1 minute read time
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