Curious? by First Sentier Investors

First Sentier Investors

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Curious? is a new podcast series that asks professional investors about the trends and opportunities that have their attention in markets. Subscribe and join us as we share untold stories and ask deeper questions to help investors think further ahead. Hosted by First Sentier Investors, a $200 billion-dollar active manager that invests across equities, fixed income, infrastructure, property and alternative credit globally. Its investment teams include AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors and Stewart Investors. firstsentierinvestors.com

12 СЕНТ.

ASX reporting season: temper your enthusiasm (but only slightly)

Interest rates, business confidence, valuations and the staying power of the consumer dominated conversations as corporate Australia tempered its growth promises heading into 2025. David Wilson and Christian Guerra join us from the First Sentier Investors Australian Equities Growth team to explore the encouraging indicators they believe show resilience in the underlying economy. They share perspectives on companies they believe have the potential to deliver quality earnings growth in a challenging market environment. This episode is for Australian audiences only. Disclaimer This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. References to “we” or “us” are references to First Sentier Investors. Some of our investment teams use the trading names FSSA Investment Managers, Stewart Investors and RQI Investors. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website. This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation. Any opinions expressed in this material are the opinions of the individual author at the time of publication only and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information needed to make an investment decision in relation to such a financial product; and (iii) may substantially differ from other individual authors within First Sentier Investors. We have taken reasonable care to ensure that this material is accurate, current, complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of FSI AIM. Any performance information has been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is not indicative of future performance. Reference to specific securities (if any) is included for the purpose of illustration only and should not be construed as a recommendation to buy or sell the same. All securities mentioned herein may or may not form part of the holdings of First Sentier Investors’ / FSSA Investment Managers’ / Stewart Investors’ / RQI Investors’ portfolios at a certain point in time, and the holdings may change over time. Copyright © First Sentier Investors, 2024. All rights reserved.

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Curious? is a new podcast series that asks professional investors about the trends and opportunities that have their attention in markets. Subscribe and join us as we share untold stories and ask deeper questions to help investors think further ahead. Hosted by First Sentier Investors, a $200 billion-dollar active manager that invests across equities, fixed income, infrastructure, property and alternative credit globally. Its investment teams include AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors and Stewart Investors. firstsentierinvestors.com

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First Sentier Investors
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Curious? by First Sentier Investors

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ASX reporting season: temper your enthusiasm (but only slightly)

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