Make sense of the markets with Michelle Lopez, Head of Australasian Equities and Portfolio Manager at PIE Funds. Michelle talks about the ripple effects of tariffs and finding opportunities in a volatile market—identifying the emerging sectors and unexpected advantages.

Michelle tells us which industries might be more impacted by US tariffs—and which could benefit. Hear why global trade disruptions could actually lead to deflation for Aussie consumers, and how to identify promising investments that have dropped due to anxious markets.

Plus, learn how the decommissioning of Australian oil and gas wells is worth an estimated $60 billion, and gear up for potential IPOs on the ASX from Virgin and Fonterra.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.

Make sense of the markets with Michelle Lopez, Head of Australasian Equities and Portfolio Manager at PIE Funds. Michelle talks about the ripple effects of tariffs and finding opportunities in a volatile market&mdash;identifying the emerging sectors and unexpected advantages.
Michelle tells us which industries might be more impacted by US tariffs&mdash;and which could benefit. Hear why global trade disruptions could actually lead to deflation for Aussie consumers, and how to identify promising investments that have dropped due to anxious markets.
Plus, learn how the decommissioning of Australian oil and gas wells is worth an estimated $60 billion, and gear up for potential IPOs on the ASX from Virgin and Fonterra.
For more or to watch on YouTube&mdash;check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it&rsquo;s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions&mdash;including a Target Market Determination and IDPS Guide for Sharesies Australian customers&mdash;can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in.

Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what&rsquo;s happening in the economy, the markets, and the companies you invest in.
Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at <a href="https://url.au.m.mimecastprotect.com/s/2omdCnxynQczLx1Mh9fPTJsKXn?domain=sharesies.com.au">https://sharesies.com.au/disclosures</a>. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

Shared Lunch

Finding value in volatile markets

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/40917704-a60f-4b67-ac7e-b2c1009806a0/transcript

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