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In this episode of The Active Investor with SGH, Steve Hiscock and Hamish Tadgell, Head of Australian Equities, outline expectations for the upcoming reporting season. Despite heightened macroeconomic and geopolitical uncertainty, Hamish expects the season to be broadly resilient, supported by an improving domestic economic cycle following RBA rate cuts through 2025 and generally conservative corporate guidance.
By SG Hiscock and CompanyIn this episode of The Active Investor with SGH, Steve Hiscock and Hamish Tadgell, Head of Australian Equities, outline expectations for the upcoming reporting season. Despite heightened macroeconomic and geopolitical uncertainty, Hamish expects the season to be broadly resilient, supported by an improving domestic economic cycle following RBA rate cuts through 2025 and generally conservative corporate guidance.