In the WAM Global (ASX: WGB) FY2025 Interim Results Q&A webinar, the investment team provided an in-depth analysis of the key themes shaping global markets in 2025, including the impact of tariffs and the breakthroughs in artificial intelligence. Lead Portfolio Manager Catriona Burns, along with Portfolio Manager Nick Healy and Senior Investment Analyst William Liu, presented the FY2025 interim result, provided an update on the investment portfolio and answered shareholder questions in an extended Q&A session.
The team discuss the return of Donald Trump as President, tariffs, reshoring, the strength of the U.S. dollar, geopolitical shifts and the emerging opportunities in AI, as well as their plans to actively engage shareholders on strategy and performance. The investment team shared their market outlook and high conviction stock picks including SAP (ETR: SAP), Alphabet (NASDAQ: GOOG), JTC Group (LON: JTC), Stroeer (ETR: SAX), RB Global (TSE: RBA), Ferguson Enterprises (NYSE: FERG), Genius Sports (NYSE: GENI) and Sportradar (NASDAQ: SRAD).
Read the full transcript here and watch the recording below.
