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Small-mid cap reporting season update – big swings, margin pressure
Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.
11 minutes 15 seconds
10 months ago
Small-mid cap reporting season update – big swings, margin pressure
IML Portfolio Manager Marc Whittaker talks to Jason Guthrie about another volatile reporting season in the small to mid-cap end of the ASX. As always there have been many winners and losers and Marc discusses the trends he is seeing including margin pressures and a reckoning for some of the best performing companies and sectors of recent months.
Marc also outlines the performance of a some of IML’s key holdings including Mayne Pharma (MYX), oOh!Media (ASX:OML), Integral Diagnostics (IDX) and Light & Wonder (ASX:LNW).
Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.
