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Morgans Financial Limited
Morgans Financial
500 episodes
1 day ago
In this episode, Chris Titley speaks with Dawn Kanelleas, Head of Australian Small and Mid Cap Companies at First Sentier Investors. Dawn manages a range of Small and Mid Cap portfolios and brings over 20 years of experience in the investment industry, including 15 years as a dedicated Small Companies Portfolio Manager. At First Sentier Investors, she focuses on researching and analysing Australian listed stocks in the Small and Mid Cap sectors, helping clients navigate opportunities in this dynamic space.
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Business
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In this episode, Chris Titley speaks with Dawn Kanelleas, Head of Australian Small and Mid Cap Companies at First Sentier Investors. Dawn manages a range of Small and Mid Cap portfolios and brings over 20 years of experience in the investment industry, including 15 years as a dedicated Small Companies Portfolio Manager. At First Sentier Investors, she focuses on researching and analysing Australian listed stocks in the Small and Mid Cap sectors, helping clients navigate opportunities in this dynamic space.
Show more...
Business
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Morgans AM - Tuesday, 25 November 2025
Morgans Financial Limited
4 minutes 34 seconds
1 week ago
Morgans AM - Tuesday, 25 November 2025
US equity markets rallied sharply to kick off a holiday-shortened trading week amid renewed optimism around a December interest rate cut from the Federal Reserve - Dow rose +203-points or +0.44%. Amazon.com Inc (up +2.53%) said it will spend as much as $US50B expanding its capacity to provide artificial intelligence (AI) and high-performance computing services to US government entities. Amazon Web Services (AWS) plans to break ground next year on what will ultimately be 1.3 gigawatts of additional capacity across data centres designed for federal agencies, the company said in a blog post overnight. Goldman Sachs Group Inc (+2.15%), International Business Machines (IBM) Corp (+2.25%), Merck & Co (+2.70%) and Nvidia Corp (+2.05%) also rallied over >2%. However, Procter & Gamble Co (-2.61%), Verizon Communications Inc (-2.47%) and Walt Disney Co (-2.24%) all fell over >2%.
Morgans Financial Limited
In this episode, Chris Titley speaks with Dawn Kanelleas, Head of Australian Small and Mid Cap Companies at First Sentier Investors. Dawn manages a range of Small and Mid Cap portfolios and brings over 20 years of experience in the investment industry, including 15 years as a dedicated Small Companies Portfolio Manager. At First Sentier Investors, she focuses on researching and analysing Australian listed stocks in the Small and Mid Cap sectors, helping clients navigate opportunities in this dynamic space.