Wilson Asset Management’s Anna Milne reveals where she sees value in the sharemarket after the rebound and names four stock picks that look set to rally.
Anna Milne is the deputy portfolio manager for Wilson Asset Management’s WAM Leaders fund and WAM Income Maximiser. The Sydney-based firm oversees over $5.8 billion in assets. With the Australian sharemarket back at record highs, have you been surprised by the market’s recovery from the turmoil caused by US President Donald Trump’s trade agenda?
Yes and no. Yes, in that heightened uncertainty would usually lead to global growth downgrades and a material cut to earnings estimates – but not this time.
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Sarah Jones is the Financial Review’s markets editor based in the Sydney newsroom. She has covered financial markets, economics and asset management for more than two decades including 12 years for Bloomberg in London. Connect with Sarah on Twitter. Email Sarah at sa.jones@afr.com
