{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Curious by First Sentier Investors","title":"ASX reporting season: The market is not the economy","html":"","width":"100%","height":180,"duration":1279,"description":"First Sentier Investors’ David Wilson and Christian Guerra unpack why 2025 has opened to one of the most volatile reporting seasons in years. Discussing healthcare, financials, consumer and industrial names, they share their take on some surprising market disappointments – and the stocks they are excited about as growth investors. This episode is for Australian audiences only.This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. References to “we” or “us” are references to First Sentier Investors. Some of our investment teams use the trading names FSSA Investment Managers, Stewart Investors and RQI Investors. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website.This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation.Any opinions expressed in this material are the opinions of the individual author at the time of publication only and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information needed to make an investment decision in relation to such a financial product; and (iii) may substantially differ from other individual authors within First Sentier Investors.We have taken reasonable care to ensure that this material is accurate, current, complete and fit for its intended purpose and...","thumbnail_url":"https://img.transistorcdn.com/SXm43e60aEymKH3qeq5HVKRrKSHBS9GZaXXGBDWFtRo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iOTQ1/MjQyZGY4Mjc3N2I5/YTA0MzBiNzZkNzY5/ZGYyYS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}