WAM Vault

The Case for Optimism

November 2020

We have arrived at an inflection point after a dramatic 2020. In the second instalment of WAM Vault, our team discuss the themes that worked this year, the trends that are currently shaping our portfolios and the case for investor optimism. Watch, read and listen to the series of conversations with Geoff Wilson AO and Kate Thorley, Catriona Burns and Nick Healy, Matthew Haupt and John Ayoub, Oscar Oberg and Tobias Yao and Dania Zinurova.