During the WAM Leaders (ASX: WLE) FY2025 Full Year Results Q&A webinar, Lead Portfolio Manager Matthew Haupt and Portfolio Manager John Ayoub:
- Provided in-depth analysis of the key themes they are seeing in the Australian market.
- Presented the FY2025 full year results.
- Shared insights into market volatility, the unwind of the momentum trade, geopolitical risks, and the impact of global uncertainties on risk assets.
- Discussed their approaches to stock selections and sector focuses, including healthcare and energy, and shared their market outlook and analysis on stocks.
- Provided an update on the investment portfolio and answered shareholder questions in an extended Q&A session.
Read the full transcript, view the slides, and watch the recording below.
