Transurban Group (TCL) CEO, Scott Charlton

Transurban Group (TCL) CEO, Scott Charlton speaks with Tom Piotrowski about the company’s first half results, his plans to step down as CEO at the end of the year, and how the company is positioned in this rising interest rate environment. 

13 Feb 2023

 

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PM Capital Co-Portfolio Manager – Equities, Kevin Bertoli

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PM Capital Co-Portfolio Manager – Equities, Kevin Bertoli speaks with Tom Piotrowski about China’s reopening and the impact this could have on the commodities sector. He believes China will continue to support the property industry and is forecasting a strong 2023 for Chinese sharemarkets.

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Coolabah Capital Investments Chief Investment Officer, Christopher Joye

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Coolabah Capital Investments Chief Investment Officer, Christopher Joye speaks with Tom Piotrowski about the outlook for interest rates and the potential impact on a range of investment classes, including bonds, property, equities and hybrids.

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WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt

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WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt speaks with Tom Piotrowski about the recent performance of the consumer discretionary and resources sectors, and explains why he sees value in LendLease and Dexus Property Group. The pair also discuss the upcoming earnings season as well as the impact of China’s reopening. 

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