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  • Lisa Uhlman

‘The stock prices will follow’: Earnings key to big-picture portfolios

Understanding how macroeconomic changes may affect companies’ earnings profiles is key to Ausbil Investment Management’s top-down approach, which lets the fund manager invest with confidence in uncertain markets by focussing on the things it does know, says CIO Paul Xiradis.
Lisa Uhlman | 21st Dec 2023 | More