Basis Points
Are we seeing a change at the top of the ASX? - William Curtayne | Milford
44:15
Banks, miners and franking credits. Australian investors summed up in five words.
But as the first 6 months of 2025 come to an end, the top of the ASX during this time has been characterised by a struggling resources sector and a strong rotation into banks. Is this the start of a longer term shift? Or is it just a blip?
In this episode, we're joined by Will Curtayne, Portfolio Manager of the…