PM to PM | February 2023 reporting season

Welcome to our very first BONUS episode of Sound Bites. In the first of our ‘PM to PM’ series, we have veteran portfolio managers Paul Taylor and James Abela taking you through February 2023 reporting season covering Aussie large, mid and small-caps.

In this candid conversation they use their decades of experience to dissect the mixed bag that was the recent reporting season. Find out why it looks like the consumer may be in for a little more pain, the sectors that disappointed and the sectors poised for a better 2023.

Listen to Paul's episode

Listen to James' episode