Shaw and Partners has released the March Quarter 2025 edition of the Research Monitor News23 Jan 2025

Shaw and Partners has released the March Quarter 2025 edition of the Research Monitor.

 

INSIDE THIS ISSUE

  • Ten themes for 2025: Martin Crabb, Chief Investment Officer
  • Q4 2024 Performance: Max Canfield, CFA, Investment Analyst
  • What do Trump’s tariffs mean for Australia? Martin Crabb, CIO
  • Why Bitcoin deserves a place in your portfolio: Abraham Akra, PhD, Senior Analyst
  • Jackpot Growth: Larry Gandler, Senior Analyst
  • Navigating a potential US-China trade war: J.P. Morgan Asset Management
  • Looking for durable, needle-moving growth in the AI tech stack: T. Rowe Price
  • Shaw and Partners Model Portfolio

Stock recommendations: Block (SQ2), CSL (CSL), Flight Centre (FLT), Paladin Energy (PDN), ResMed (RMD), Suncorp Group (SUN), Telix Pharmaceuticals Limited (TLX), Xero (XRO), Amaero International Ltd (ASX:3DA), Australian Vanadium Limited (AVL), Bannerman Energy Ltd (BMN), Chrysos Corporation (C79), humm group (HUM), Metro Mining Ltd (ASX:MMI), Santana Minerals Ltd (SMI), Southern Cross Electrical (SXE).

To receive a copy of the March 2025 edition, speak to your Shaw and Partners Adviser or contact us.
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