[Recordings] Andrea’s Monthly Portfolio Manager Market Updates
2025
12 February 2025 – Market update with Andrea Ciaccio & Matthew Mulcahy (Macquarie Asset Management) on Macquarie Dynamic Bond Fund
19 March 2025 – Market update with Andrea Ciaccio & Sam Theodore (Paradice Investment Management) on macro-economic environment
16 April 2025 – Market update with Andrea Ciaccio, Stefano Chao, Tim Toohey (Yarra Capital Management), and Mitchell Healey
9 April 2025 – Market volatility update with Andrea Ciaccio & Mitchell Healey
14 May 2025 – Market update with Andrea Ciaccio & Kevin Osten (GQG Partners) on navigating volatility
18 June 2025 – Market update with Andrea Ciaccio & Nick Langley (ClearBridge Investments) on global listed infrastructure
16 July 2025 – Market update with Andrea Ciaccio & Stefano Varvello (Azimut Luxembourg) on global equities
21 August 2025 – Market update with Andrea Ciaccio & Aaditya Thakur (PIMCO) on global bond markets
17 September 2025 – Market update with Andrea Ciaccio & Crispin Murray (Pendal) on Australian equities & reporting season
22 October 2025 – Market update with Andrea Ciaccio, Antonio Vaiente, and Mitchell Healey
19 November 2025 – Market update with Andrea Ciaccio, Antonio Vaiente, and Mitchell Healey
2026
18 March – Q1 Market update with Andrea Ciaccio, Dion Hershan (Yarra Capital), and Mitchell Healey
17 June – Q2 Market update with Andrea Ciaccio
16 September – Q3 Market update with Andrea Ciaccio
18 November – Q4 Market update with Andrea Ciaccio
5-in-5 Monthly Video Update with Antonio Vaiente & Mitchell Healey
2025: March 2025 | April | May | June | July | August | September | October | November | December
2026: January 2026 | February | March – special edition | March | April | May | June | July | August | September | October | November | December