Michael Luke
Investment Analyst
Software stocks fell this week, following a tough month for the sector. Milford Investment Analyst Michael Luke talks with Heather du Plessis-Allan about the shift in investor sentiment, and why software companies have shifted from being beneficiaries of AI, to victims.
Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This blog is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.
