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Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.
8 minutes 43 seconds
4 months ago
Reporting season: extreme reactions abound
IML portfolio managers Hugh Giddy and Daniel Moore talk to Gavin Butt about how extreme reactions to relatively run-of-the-mill results have turned this into a very volatile reporting season. In the full podcast they discuss:
The main takeaways from reporting season
The key results they think investors should pay attention to
How IML’s holdings have performed
And how their future outlook has changed with what they’ve learned in the past month
Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.
