3 key themes from the Macquarie conference: Over three days last week our investment team had exposure to more than 100 companies at the annual Macquarie...
3 key themes from the Macquarie conference: Over three days last week our investment team had exposure to more than 100 companies at the annual Macquarie Australia Conference. In our view, the three key themes emerging from the presentations by company executives across a range of sectors were: 1. Companies are wary of the potential adverse outcomes of tomorrow's Federal Budget; 2. They have flagged a general softening in the economy so far this calendar year; and 3. Companies are continuing to take costs out of their businesses to drive profit growth.
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Wilson Asset Management has a track record of making a difference for shareholders and the community for 25 years and is the investment manager for eight LICs - WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap (ASX: WMI), WAM Alternative Assets (ASX: WMA), WAM Strategic Value (ASX: WAR), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) - and the Wilson Asset Management Leaders Fund. Wilson Asset Management invests over $5 billion on behalf of more than 130,000 retail investors. Wilson Asset Management created and is the lead supporter of the first LICs to deliver both investment and social returns: Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG).
Wilson Asset Management
Wilson Asset Management has a track record of making a difference for shareholders and the community for 25 years and is the investment manager for eight LICs - WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap...
Wilson Asset Management
Wilson Asset Management has a track record of making a difference for shareholders and the community for 25 years and is the investment manager for eight LICs - WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap...
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