ASX reporting season: Margins, misses, and market opportunities

About this episode

David Wilson and Christian Guerra discuss the volatility of August's ASX reporting season and its implications for the market.

First Sentier Investors' David Wilson, Deputy Head of Australian Equities Growth and Christian Guerra, Head of Research Australian Equities Growth unpack August’s reporting season — the most volatile on record. From banks and insurers to industrials and hidden tech plays, they explore what moved the market and why volatility might be here to stay. This episode is for Australian audiences only. 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 Group, a global asset management business. First Sentier Group is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. References to “we” or “us” are references to First Sentier Group. Some of our investment teams use the trading names First Sentier Investors, FSSA Investment Managers, Stewart Investors, Albacore Capital, Igneo Infrastructure Partners and RQI Investors. Not all brands are available in all jurisdictions or to all audiences. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its Australian website. Any advice in this material is…

People in this episode

Guests: David Wilson, Christian Guerra

Topics covered

• ASX reporting season
• market volatility
• Australian equities
• investment opportunities
• financial analysis

Keywords

• ASX
• reporting season
• market opportunities
• volatility
• Australian equities

Mentioned in this episode

Organizations: First Sentier Investors, Mitsubishi UFJ Financial Group, Inc, First Sentier Group, FSI AIM

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