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27 Sep 2022 1:00 pm AEST
Sebastian Evans, Chief Investment Officer and Managing Director, Naos
The macroeconomic environment drastically shifted in FY22, so where are we now?
We are not going back to the ‘way it was’… Certain industries are likely to see substantial benefits in this new environment whereas others will struggle to adapt.
Investing in companies behind long term tailwinds is our approach to generating returns.
Where are we investing and why?
She is a regular market and finance commentator on Your Money, Sky Business, featured on Sunrise, AFR, ABC TV and Radio, Channel Ten and other media, as well as a regular presenter at major industry events such as ASX Investor & Adviser Days and the Kanga Conference.