ASX reporting season: The market is not the economy
About this episode
David Wilson and Christian Guerra discuss the volatile ASX reporting season of 2025, highlighting market disappointments and promising stocks for growth investors.
First Sentier Investors’ David Wilson and Christian Guerra unpack why 2025 has opened to one of the most volatile reporting seasons in years. Discussing healthcare, financials, consumer and industrial names, they share their take on some surprising market disappointments – and the stocks they are excited about as growth investors. 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 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…
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- RQI Investors Real Insights: Lessons from the Quant Winter
- ASX reporting season: Margins, misses, and market opportunities
- Why a Silicon Valley exec bought into Breville’s global ambitions
- CEO interview: Turning points in Australia’s housing crisis
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