Prepare to navigate your way through today's unpredictable economic terrain with Katie Hudson of Yarra Capital as your guide. She shares her key findings from personal meetings with over 200 CEOs and pinpoints the challenges they face with cost inflation and reduced earnings predictions. Uncover the prominent themes of Australia's latest reporting season and gain a clearer understanding of how price-driven revenue growth and margin headwinds have led to significant downgrades in earnings forecasts.

Katie also shines a light on the shift in investment climate as we transition from a strong beta performance environment to a more alpha-centric one. Gain insight into how this shift is impacting the performance of active managers and the opportunities that come with increased volatility during the reporting season. We also explore the crucial roles of beta and alpha, and the potential pitfalls of value traps as part of a wide-ranging conversation on Australian equities, economic conditions, and investment strategies. Be part of our journey as we decode these challenging market conditions together.

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