Investing is an expectations game, and today’s guest wants to help you get the probabilities in your favour
Today we're joined by Matt Wacher, Chief Investment Officer for Asia-Pacific at Morningstar.
In our conversation, we cover:
- Why investing should be thought of as an expectations game
- How we can identify the expectations investors have for different companies and markets
- Why Matt likes finding the lowest bars to jump over
- Examples of this approach: How it helped Matt and his team identify Alibaba's turnaround and avoid Nvidia's fall
- Another company that Matt thinks the market has overreacted to and is set up for a turnaround
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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
- Legislated CPD Area(s): Technical Competence
- Knowledge Requirement(s): Managed Investments
To claim your points, complete the CPD Quiz and we'll send you your certificate.
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Basis Points would not be possible without the support of our three launch partners:
- Orbis Investments - Invest differently
- Milford - Invested in the outcome
- CBOE - Local market, global opportunities
Thank you to all three partners for helping us keep all of our content free and accessible.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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