18.09.26 with Michael Carmody, Centennial A.M

ausbiz a.m · Sep 17, 2026 · 12m · transcript

The conversation with Michael Carmody from Centennial Asset Management begins with a global market overview, discussing the positive sentiment and market reactions to the Fed's rate hike. It then transitions to local market expectations, performance comparison between industrial and resources sectors, infrastructure investment opportunities, analysis of the tech sector, and market seasonality and outlook. Michael discusses the sectors he's buying into and those he's avoiding.

Chapters

00:00 Global Market Overview

01:09 Fed's Rate Hike Reaction

03:00 Local Market Expectations

04:03 Industrial…