Your Wealth

What the market got wrong and where the opportunities lie now


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With reporting season behind us, and the focus on global challenges including daily tariff announcements and dramatic geopolitical shifts, investors could be forgiven for wanting a breather. This fund manager says it’s a year for boring returns, and being thoughtful about your exposure.

Aussie equities manager Hugh Dive from Atlas Funds Management joins the podcast to discuss:

  • Which companies delivered during reporting season, and which didn’t
  • The results the market has clearly misread
  • Why Telstra is back to its old tricks
  • The sector that remains overvalued, and
  • Where he is sifting through the underperformers for opportunity.
  • You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify or at nabtrade.com.au/yourwealth

    If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

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