WaveStone Capital’s Henry Hill has visited 50 UK and US companies to gauge the mood post-covid and the impacts of inflation and a slowing consumer.
The September quarter saw the ASX300 Accumulation Index returning 0.5%, with July delivering buoyant returns before hawkish rates fears erased its gains in the month of September.
Hear from Catherine Allfrey and Raaz Bhuyan as they share their insights from reporting season as well as discussions with management teams.
The June quarter saw a negative return, marking a weak period for equities as tighter monetary conditions led to concerns towards a potential economic recession
Catherine Allfrey joins the Netwealth podcast to discuss the divergent paths for resources, financials and industrials and the opportunities available to investors as the interest rate cycle normalises.
Insight into the impact of rate hikes and the effects of inflation on Australian households.
Key takeouts from WaveStone’s presentation at The Inside Network’s Equities and Growth Symposium.
The March quarter delivered a positive return in a volatile market marked by surging inflation, rising rates expectations and the escalation of the Russian invasion of Ukraine.
Raaz Bhuyan analyses two of WaveStone’s high conviction picks, and one market darling that could be in for troubled times ahead.
A leadership team can make or break a business. Raaz Bhuyan discusses the best ex-ASX 20 management teams with Livewire.
Raaz Bhuyan joins Livewire to analyse a lithium leader, a financial services giant, and one of Australia’s best long-term growth stories.
Covid-19 continued to surprise in the December quarter with the new Omicron variant, whilst markets also wrestled with rising inflation.