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Investment Insights
Airlie Australian Share Fund Quarterly Update
Portfolio Managers Emma Fisher and Ray David provide a quarterly update on the Airlie Australian Share Fund. Emma also shares her takeaways from a recent US trip, including the AI infrastructure build-out, pressure on interest rate-sensitive sectors and the case for patience with cyclicals such as James Hardie.
Airlie Australian Share Fund Quarterly Update
Portfolio Managers Emma Fisher and Joe Wright provide a quarterly update on the Airlie Australian Share Fund. Emma discusses the key performance drivers, including a reversal in the major Australian banks following federal budget impacts on investor lending, strength in diversified miners such as BHP and Rio, and a recovery in USD earners like Aristocrat.