Finding value in volatile markets

Shared Lunch

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13d ago 25:32

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Make sense of the markets with Michelle Lopez, Head of Australasian Equities and Portfolio Manager at PIE Funds. Michelle talks about the ripple effects of tariffs and finding opportunities in a volatile market—identifying the emerging sectors and unexpected advantages.

Michelle tells us which industries might be more impacted by US tariffs—and which could benefit. Hear why global trade disruptions could actually lead to deflation for Aussie consumers, and how to identify promising investments that have dropped due to anxious markets.

Plus, learn how the decommissioning of Australian oil and gas wells is worth an estimated $60 billion, and gear up for potential IPOs on the ASX from Virgin and Fonterra.

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