Episodes
Wednesday Feb 01, 2023
Executive Series 25 Jan 23: WAM Leaders (WLE) Lead Portfolio Manager, Matthew Haupt
Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
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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