Katie Hudson, Portfolio Manager and Head of Australian Equities Research, catches up with The Australian Financial Review’s James Thomson and Jemima Whyte for the AFR Chanticleer podcast.
With EOFY fast approaching, Katie provides her perspectives on the market rally and the broader economy, explains how high earnings aren’t always great news for investors, and details her team’s work to understand which companies in the value chain are going to make money out of AI.