Growth stocks have been in correction mode since October 2025 but the Australian market has continued to move higher as rotation into key index heavy weights has picked up. The fragile nature of confidence and constant flip-floppping of views on stocks has made it a difficult environment to nagivate. Whats working one day / week is reversing the next without warning. We have not come out of this volatility unscathed and it has been a diffiuclt 3-momnth performance patch. However, we have a deep fundamental process which has worked through up /down cycles and which we continue to focus on. Listen to lead portfolio manager Jun Bei Liu as she walks you through the past month and outlook ahead.
