14.10.26 Annabelle Miller, ECP Asset Management

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-10-13

The conversation provides a comprehensive overview of current market trends, focusing on the start of US Q3 earnings season with analysis of the results from the big banks. Annabelle Miller from ECP Asset Management discusses the tech sector, and investment strategies in semiconductors and infrastructure. Annabelle shares insights on local market reactions, particularly regarding the recent failed Firmus IPO and the implications for future listings. Chapters 00:00 Market Overview and Global Trends01:33 Earnings Season Insights03:04 Tech Sector Dynamics and Challenges05:02 Investment Strategies in Semiconductors06:43 Infrastructure Opportunities Amidst AI Growth08:11 Local Market Reactions and IPO Insights