The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
All content for Finding Alpha is the property of Fidante and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
Applying learnings from Australia’s Earnings Season
Finding Alpha
21 minutes 59 seconds
1 year ago
Applying learnings from Australia’s Earnings Season
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations. However, that doesn’t mean that it wasn’t full of surprises. Outlook statements were worse; leading to earnings downgrades and a continuation of low earnings growth in Australia. In this episode, Andrew Martin from Alphinity Investment Management unpacks reporting season and shares his insights on where he is finding stocks that have their own growth drivers and are not dependent on lower interest rates nor a resurgence of growth in China.
Finding Alpha
The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
