The ASX’s mega-cap banks and resources generated solid returns over the past decade, however they failed to effectively reinvest to secure their next decade of growth and returns. Investors should pivot exposure to the growing number of high quality, mid-cap companies that have reinvested to develop market-leading products with global opportunities and long runways for growth. This group of companies should offer superior returns in 2025 and beyond.

Presentation  |  Filmed 19 February 2025