Chanticleer

Chook awards for 2024 & stock picks for 2025

30 snips
Dec 20, 2024
Emma Fisher, a fund manager at Airly Funds managing nearly $8 billion in assets, discusses the impact of recent market dynamics on investments. She dives into the significance of disciplined investment processes amidst high valuations and shares insights on promising stock selections. The conversation also covers the aftermath of recent corporate maneuvers like BHP's failed bid and Origin Energy's turnaround, along with reflections on the ASX 200 and factors influencing future investment strategies.
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ANECDOTE

ANZ CEO Forfeits Bonus

  • ANZ's CEO, Shane Elliott, forfeited a $3 million bonus after a shareholder protest.
  • The protest stemmed from discontent over a bond trading scandal and risk management concerns.
INSIGHT

Market Overreaction

  • Despite cutting rates by 1% and a strong US economy, Wall Street reacted negatively.
  • Investors were disappointed that the Fed's dot plots projected only two rate cuts in 2025 instead of four.
INSIGHT

Inflation and Public Sentiment

  • Despite strong market performance, public sentiment remains negative due to inflation.
  • RBA Governor Michelle Bullock's statement about a 16% price increase weighs heavily on people's minds.
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