Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.

Reporting season: extreme reactions abound

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IML portfolio managers Hugh Giddy and Daniel Moore talk to Gavin Butt about how extreme reactions to relatively run-of-the-mill results have turned this into a very volatile reporting season. In the full podcast they discuss:

  • The main takeaways from reporting season
  • The key results they think investors should pay attention to
  • How IML’s holdings have performed
  • And how their future outlook has changed with what they’ve learned in the past month
    • ...more
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    Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.By Natixis Investment Managers Australia