Podcast: ASX reporting season: The market is not the economy
13 March 2025: 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.
Listen via Apple or Amazon