ASX:WLE

WAM LEADERS LIMITED

Equities
Patrick Poke

Last time we heard from Wilson Asset Management's Lead Portfolio Managers, the mood was decidedly bearish. We were in the midst of a correction, and they, like many others, were questioning whether it was ‘the big one’. Fast forward six months, and the mood has picked up. What’s changed? According... Show More

Equities

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here Matt talks about several sectors and stocks for the late cycle. We also asked what the big surprise was in earnings season, which was: “The... Show More