In her first video update of the year, Katie Hudson, Head of Australian Equities Research, believes investors shouldn’t wait for the bottom of the earnings downgrade cycle before starting to buy equities. Katie also details two sectors where she sees lots of potential and calls out two sectors she is avoiding in her 2023 market outlook.
6 Feb 2023
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Phil Strano: Australia’s Moment?
The global credit market is being quietly but fundamentally re-priced. According to Phil Strano (Head of Australian Credit Research), there...
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16 Aug 2024
Joel Fleming: Microcaps to watch this reporting season
Joel Fleming, Microcaps Portfolio Manager, Yarra Capital Management sits down with Andrew Geoghegan to provide an early look at the...
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