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Australian equities:
From flatline to reawakening
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First Sentier Investors’ David Wilson and Christian Guerra share insights from their search for high quality, high growth companies across the ASX 300.
30 mins
Outlook by sector
Podcast
David Wilson Deputy Head, Australian Equities Growth First Sentier Investors
Christian Guerra Head of Research, Australian Equities Growth First Sentier Investors
Paul Sleiman Key Account Manager First Sentier Investors
AI opportunities emerging on the ASX
Christian Guerra explores exciting opportunities in artificial intelligence and discusses how the team values companies embracing new technology.
6 mins
Video
4 mins
Video
The resilience of Australian resources
As Chinese demand for Australian commodities softens, David Wilson considers the resilience of leaders in the Australian resources sector and explores some challenges for investors bullish on lithium.
4 mins
Video
The outlook for banking margins
Christian Guerra discusses the challenges ahead for the banking sector, including pressures on net interest margins. Looking forward, he shares his assessment of margins and credit quality among the banks.
7 mins
Watch excerpt
Is quality always expensive?
Sharing experiences gleaned from over 20 years of investing, the First Sentier Investors team discuss the performance – and valuations – of quality companies across market cycles. They also discuss their search for growth-oriented companies in an environment where the cost of capital is higher.
A differentiated approach to Australian shares with a 30+ year track record
Investing since 1993
Launching its first strategy in 1993, our Australian Equities Growth team has developed an approach to investing that has been proven through market cycles, with all flagship strategies outperforming their benchmarks since inception*. *As at 31 January 2024, net of fees. Flagship Australian Equities Growth strategies refer to capabilities broadly available to wholesale investors, and not bespoke institutional mandates. Past performance is not indicative of future performance.
Resourced to explore and scrutinise
One of the largest, most experienced teams in Australia actively covers the ASX 300 in depth. They conduct 700+ meetings with listed companies, their unlisted competitors and their supply chain each year.
A different view of companies
Uniquely blending a quality and growth lens, the team favours growing companies that generate consistent returns and can reinvest above their cost of capital to grow their business.
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Individual Investor
Important information
This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website.
This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation.
Any opinions expressed in this material are the opinions of the individual author at the time of publication only and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information needed to make an investment decision in relation to such a financial product; and (iii) may substantially differ from other individual authors within First Sentier Investors.
We have taken reasonable care to ensure that this material is accurate, current, and complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of FSI AIM.
Any performance information has been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is not indicative of future performance.
Copyright © First Sentier Investors, 2024
All rights reserved.
Join the search for high growth, high quality Australian companies
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Resources outlook
Banking margins
Is quality expensive?
Before we get started, I'd like to draw your attention to the disclaimer slide, noting that any information provided today is general in nature. Any stocks discussed, is factual by nature, and we'd recommend you speak to your financial advisor or professional prior to making any investment decision.
Disclaimers
Sharing experiences gleaned from over 30 years of investing, David Wilson and Christian Guerra discuss the performance and valuations of quality companies across market cycles, within sectors and across the full market spectrum.
Is quality always expensive?
7 mins
Podcast
