29.10.26 Huw Davies Grey Street Partners

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-10-28

Huw Davies from Gray Street Partners discusses recent market movements influenced by central bank actions and earnings reports from major tech companies, Microsoft and Alphabet. The analysis highlights the implications of these developments on US equities and the tech sector's performance. He tells Nadine Blayney whether he'll be adding to MSFT and GOOG positions. Chapters 00:00 Market Overview and Central Bank Actions02:44 Earnings Insights: Microsoft vs. Alphabet11:21 Investment Perspectives on Tech Giants