Global stocks were hit hard in 2022, with the MSCI World Index falling almost 20%. What will this year bring? Join CNBC’s next Pro Talks for insights on how to play the market in 2023. Portfolio manager Trent Masters of investment management firm Alphinity will join CNBC’s Mandy Drury to discuss his outlook for the year, and which stocks he expects will beat the market. Masters will also discuss the beaten-down tech sector, and the stocks most exposed looking ahead. “While 2022 was the year of valuation compression, 2023 will be the year when some former Covid darlings actually go broke,” he told CNBC ahead of the Pro Talks. Masters manages the Alphinity Global Equity Fund, which outperformed the MSCI World Index last year. With the aim of providing “consistently strong” returns, the fund holds global stocks in the consumer discretionary, tech and health care sectors, among others. Masters has more than 20 years of investing experience. He joined Alphinity in 2021 after working at Global Evolution Capital, where he focused on tech, health, and energy. Watch the next Pro Talks here . It will be live on Thursday, Jan. 12 at 2:30 p.m. Singapore Time/ 6:30 a.m. GMT/ 1:30 a.m. EST. See more from our previous Pro Talks: Chip stocks did badly this year — but this fund manager is still bullish, naming 2 to buy Tech is ‘down but by no means out’ — watch these stocks in 2023, fund manager says Tech fund manager backs these 2 software stocks will outperform in a recession Related coverage from Pro: It’s been a bleak year for stocks. This is what investors can expect in 2023 — according to history Wall Street veteran names the stocks that could go to $0 — and his favorites in tech These low-volatility stocks beat the market last year — and analysts see further upside in 2023
Global stocks were hit hard in 2022, with the MSCI World Index falling almost 20%. What will this year bring? Join CNBC’s next Pro Talks for insights on how to play the market in 2023.
Portfolio manager Trent Masters of investment management firm Alphinity will join CNBC’s Mandy Drury to discuss his outlook for the year, and which stocks he expects will beat the market.
Masters will also discuss the beaten-down tech sector, and the stocks most exposed looking ahead.
“While 2022 was the year of valuation compression, 2023 will be the year when some former Covid darlings actually go broke,” he told CNBC ahead of the Pro Talks.
Masters manages the Alphinity Global Equity Fund, which outperformed the MSCI World Index last year. With the aim of providing “consistently strong” returns, the fund holds global stocks in the consumer discretionary, tech and health care sectors, among others.
Masters has more than 20 years of investing experience. He joined Alphinity in 2021 after working at Global Evolution Capital, where he focused on tech, health, and energy.
Watch the next Pro Talks here. It will be live on Thursday, Jan. 12 at 2:30 p.m. Singapore Time/ 6:30 a.m. GMT/ 1:30 a.m. EST.
:max_bytes(150000):strip_icc():format(jpeg)/socialsecurity-whentoapply-794e7d2e1615450a9c7530288e2f5dad.jpg "Unlocking Benefits: The Best Time to Apply for Social Security")
:max_bytes(150000):strip_icc():format(jpeg)/creditscorecheck-c254d4f39aae46919b846f0f391011c6.jpg "Watch Out for These Top Internet Scams")
:max_bytes(150000):strip_icc():format(jpeg)/GettyImages-685011611-3857c64421274483b5cc2ee96db5b57e.jpg "How to Choose a Credit Repair Company")
:max_bytes(150000):strip_icc():format(jpeg)/globaltrade-8e91fb7b1b8047988ef6b7acb0280bf5.png "International (Global) Trade: Definition, Benefits, and Criticisms")
:max_bytes(150000):strip_icc():format(jpeg)/Mediation-56a260535f9b58b7d0c975bb.jpg "How Divorce Impacts Your Credit Score")