David Lloyd is portfolio manager at Ausbil’s $605 million Australian emerging leaders fund. The Sydney-based firm oversees $19.4 billion in assets.
Have there been many opportunities to invest amid all the geopolitical tariff-related uncertainty? Have you made any recent changes?
Uncertainties can create opportunities, and recent events have been no different. I think it’s worth mentioning that since the depths of COVID-19, the market has gone through a period of historically low interest rates, surging inflation, a rapid rate tightening cycle, political change and global conflict.
Source: https://www.afr.com/markets/equity-markets/the-asx-stock-that-ausbil-says-has-material-upside-potential-20250617-p5m88j