Established in 1997 by @GeoffWilsonWAM, we are an independently owned investment manager based in Sydney, Australia. #fundsmanagement #investing
Sydney, New South Wales
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What’s next for the US Federal Reserve, and what does it mean for global equities?
Portfolio Strategist Damien Boey and WAM Global ($WGB.AX) Portfolio Manager William Liu discuss interest rates, inflation, AI investment and emerging opportunities across global markets.
Listen to their discussion.
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Beyond the headlines, what really matters for your investment portfolio?
Join Lead Portfolio Manager Matthew Haupt and Portfolio Strategist Damien Boey on 5 November at the Museum of Sydney as they discuss the outlook for Australian equities, interest rates and income markets, plus how WAM Leaders (ASX: WLE) and WAM Income Maximiser (ASX: WMX) are positioned for the period ahead.
Register today: events.humanitix.com/beyond-…
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Thank you to the over 150 attendees at our Wollongong and Newcastle shareholder presentations this week!
Next week, we're heading to Queensland: Noosa (Tue), Toowoomba (Wed) and Gold Coast (Thu).
It's not too late to register: wilsonassetmanagement.com.au…
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Could ‘boring’ businesses be overlooked AI beneficiaries?
WAM Alternative Assets ($WMA.AX) Investment Analyst Jacob Grover explores how established businesses are using AI to improve efficiency and margins while retaining human judgement.
Read on @LivewireMarkets: livewiremarkets.com/wires/be…
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How are CGT changes reshaping the search for income?
WAM Income Maximiser ($WMX.AX) Portfolio Strategist Damien Boey discusses the shift towards income, opportunities in bonds and shares, and avoiding yield traps on @LivewireMarkets.
livewiremarkets.com/wires/7-…
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Wilson Asset Management retweeted
The CGT shift is pushing investors towards income. Here’s where @WilsonAssetMgmt's Damien Boey and Solaris' Charles Casey are looking. livewiremarkets.com/wires/7-…
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What opportunities are our investment team seeing across private markets?
On November 5, WAM Alternative Assets $WMA Portfolio Manager Nick Kelly and Investment Director Martyn McCathie will bring our Meet the Manager presentation to Sydney.
They will provide an update on the portfolio and share their latest perspectives across private equity, real estate, infrastructure, private debt, water and agriculture investments, before answering questions from investors.
Register:
events.humanitix.com/meet-th…
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Toowoomba, we’re looking forward to seeing you.
This month, Wilson Asset Management and Future Generation are heading to Toowoomba for our 2026 Shareholder Presentations. Join us to hear directly from members of our investment teams as they share their perspectives on investment portfolio positioning and market insights.
Register today:
epagency.eventsair.com/wam-r…
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Capital gains tax changes are already influencing how Australians invest.
Portfolio Strategist Damien Boey explains why a shift towards income over growth could have broader implications for innovation and investment.
Read his @FinancialReview op-ed: wilsonassetmanagement.com.au…
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WAM Global ($WGB.AX) Investment Analyst Laura Hargrove shares insights from meetings with more than 40 companies, AI opportunities beyond tech and why the team added to Thermo Fisher Scientific (NYSE: TMO).
Read on @LivewireMarkets:
livewiremarkets.com/wires/wh…
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Meet the speakers joining our 2026 Shareholder Presentations.
Hear from Portfolio Manager Nick Healy, Senior Investment Analyst Hailey Kim and Future Generation CIO Lee Hopperton as we visit cities across Australia this October and November.
Register: wilsonassetmanagement.com.au…
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The RBA’s rate decision is in focus as bond yields climb, while AI continues to drive momentum in global markets.
Read this week’s market wrap in The Weekly: wilsonassetmanagement.com.au…
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After 12 company meetings across two days in New Zealand, SMID LPM Oscar Oberg returned with a more constructive outlook.
Strong agriculture, infrastructure investment and discounted valuations are creating opportunities.
Read more on @LivewireMarkets: livewiremarkets.com/wires/on…
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Is the RBA at risk of overtightening?
Portfolio Strategist Damien Boey joined @LivewireMarkets Live’s 'Signal or Noise' panel to discuss inflation, AI-driven productivity and why traditional economic models may underestimate Australia’s capacity to grow.
livewiremarkets.com/wires/on…
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More than 500,000 Australian businesses are owned by people aged 60 or older. What happens when they step back?
WAM Alternative Assets' Investment Analyst Jacob Grover explores the role of private equity in succession and growth on @LivewireMarkets
livewiremarkets.com/wires/th…
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The US Fed raises rates as bond yields and oil prices remain high.
Plus, our small-to-mid cap team unpacks FY2026 reporting season and we look ahead to the RBA’s 29 September meeting.
Read The Weekly: wilsonassetmanagement.com.au……
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With private markets in the spotlight, we will be answering investor questions at our Adelaide Meet the Manager presentation next Thursday.
Join WAM Alternative Assets $WMA Portfolio Manager Nick Kelly and Investment Director Martyn McCathie as they provide a portfolio update alongside a market update on private equity, real estate, infrastructure, private debt, water and agriculture investments.
Secure your seat today: events.humanitix.com/meet-th…
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Oil prices surged above US$110 a barrel, fuelling inflation concerns as Australian equities fell.
Plus, our August LIC investment updates are out and the team wraps up large-cap reporting season.
Read The Weekly: wilsonassetmanagement.com.au…
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