What the market got wrong and where the opportunities lie now
With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors could be forgiven for wanting a breather. This fund manager says it’s a year for boring returns, and being thoughtful about your exposure.
Aussie equities manager Hugh Dive from Atlas Funds Management joins the podcast to discuss:
- Which companies delivered during reporting season, and which didn’t
- The results the market has clearly misread
- Why Telstra is back to its old tricks
- The sector that remains overvalued, and
- Where he is sifting through the underperformers for opportunity.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.