MARKET PULSE CHECK
How will reporting season impact our portfolio positions?
MARKET PULSE CHECK
How will reporting season impact our portfolio positions?
*Please note, Market Matters webinars are typically very popular. We would recommend registering early to avoid disappointment. A recording of the webinar will be made available to all registered attendees and posted on the Market Matters website.
Webinar Summary
FY23 was a solid year for Market Matters Portfolios and staying active in our positioning as new information and trends emerged was critical to outperform the strong market. As reporting season heats up, hear direct from our portfolio team as they cover the key trends investors need to be across to ensure FY24 is another strong year for investors.
In what is set to be another volatile year— we’ll outline the outlook for market sectors and identify the stocks we believe will yield the best returns.
Topics covered:
- Most influential macro trends and how these are impacting our portfolio positioning.
- Reporting season – what have we learnt and how has this influenced our outlook on key market sectors?
- Stocks we like here and now, and those we’re avoiding.
Market Pulse Check | About the panel
Join the Market Matters team of James Gerrish, Lead Portfolio Manager, Shawn Hickman, Research Lead & Harry Watt, Portfolio Manager for a webinar focussing on actionable ideas they are putting money behind.
James Gerrish
James is Lead Portfolio at Market Matters, a digital investment platform with thousands of users that offers real market insight. He is also Senior Portfolio Manager within Shaw and Partners heading up a team that manages domestic and international investment portfolios for HNW investors. James has been operating in the markets professionally for ~20 years and brings a wealth of practical and pragmatic insight. He holds a Bachelor of Management & is a key member of the Market Matters Investment Committee.
Shawn Hickman
Shawn is a macro-economic specialist with over 30 years’ experience in investing and trading having held senior investment positions at Goldman Sachs & Macquarie Bank. Shawn heads the Market Matters research effort with a particular focus on global investment trends and their influence on domestic & international equity markets. He holds a Bachelor of Applied Science, Chemical Engineering from Aston University in the UK.
Harry Watt
Harry is a Portfolio Manager with nearly a decade of market experience, contributing daily to the Market Matters reports while working alongside James at Shaw & Partners. Harry is instrumental in researching stock opportunities and has a strong foundation in analytical and fundamental analysis. He holds a Bachelor of Economics from the University of Sydney and has completed Level 1 of the Chartered Financial Analyst program.