Chairman and Chief Investment Officer Geoff Wilson AO was joined by Lead Portfolio Manager Matthew Haupt and Portfolio Manager John Ayoub, for a webinar focusing on WAM Leaders’ strategies for 2025 amidst global economic uncertainties. The discussion covered valuations, interest rate cycles, and expected market volatility, particularly regarding Trump’s influence and China’s stimulus measures. Sector-specific strategies, stocks like CSL and Qantas, and the approach towards dividends and capital management were also covered. During the webinar, over 140 shareholder questions were addressed.
You can read the full transcript here.
