Following a recent research trip to the US, Alphinity Global Portfolio Manager Chris Willcocks shares what he learned on the ground and how it is shaping the team’s outlook. He discusses tight energy markets, strong data centre demand and broader industrial activity, alongside the changing US consumer landscape. While also exploring the opportunities Alphinity is seeing in a market where consumers are increasingly seeking value.
Chris Willcocks
Portfolio Manager
Global Webcast: US Energy, Industrials & Consumer Trip Highlights and Stock Ideas
< 1 minute read time
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.
