Australian Equities - At The Crossroads? Airlie Funds Management 08 March 2022 |
After varying lengths of ever-lower interest rates, RBA asset-buying and benign inflation - all three are reversing course, resulting in increasingly volatile equity markets in 2022. Airlie Portfolio Manager, Matt Williams and Equities Analyst, Will Granger explore what this means for Australian equities. The pair analyse the latest February earnings season and provide insight into the Airlie Australian Share Fund (AASF) portfolio. Timestamps: Funds operated by this manager: Airlie Australian Share Fund |