In the WAM Leaders (ASX: WLE) FY2025 Interim Results Q&A webinar, Lead Portfolio Manager Matthew Haupt and Portfolio Manager John Ayoub:
- Provided in-depth analysis of the key themes they are seeing in the Australian market.
- Presented the FY2025 interim results
- Provided an update on the investment portfolio and answered over 100 shareholder questions in an extended Q&A session
- Shared insights into market volatility, geopolitical risks, and the impact of global uncertainties on risk assets.
- Discussed their approaches to stock selections and sector focuses, including healthcare and energy, and shared their market outlook and analysis on stocks including A2 Milk (ASX: A2M), Telstra (ASX: TLS), APA (ASX: APA), Amcor (ASX: AMC), NextDC (ASX: NXT) and IAG (ASX: IAG).
Read the full transcript here and watch the recording below.
