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13 stock picks from top female fundies (and how to trade Trump)

It’s not a comfortable time to invest as the US president shocks markets daily. But for investors who can be selective, there may be bargains.

Emma Fisher, deputy head of Australian equities at Airlie Funds Management, says there are times in an Australian investor’s career when the only thing to do when you wake up is reach for your phone to check how global markets traded overnight.

“I was doing that during COVID, and I’m finding myself doing that this month,” she says.

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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com

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    Original URL: https://www.afr.com/chanticleer/13-stock-picks-from-top-female-fundies-and-how-to-trade-trump-20250307-p5lhoe