What the Market Is Missing: AI, Banks & ASX Opportunities | Julia Weng | Paradice Investment Management
What is the market missing and where are the opportunities emerging on the ASX?
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Julia Weng, Lead Portfolio Manager at Paradice Investment Management, to unpack what the latest reporting season revealed about corporate Australia and the outlook for Australian equities.
Julia takes us inside the thinking of a fundamental fund manager looking beyond headline earnings to understand cash flows, balance-sheet strength, management quality and, importantly, what the market may be getting wrong.
We explore…
The skinny
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