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.