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...

Wilson Asset Management

Wilson Asset Management

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.


Wilson Asset Management

Wilson Asset Management has a track record of making a difference for shareholders and the community for more than 20 years. As the investment manager for eight leading LICs – WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB),...

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