In our latest video, Sam and I are joined by Mike Ross, our Lead Portfolio Manager of the award-winning Australasian Dividend Growth Fund and Co-Portfolio Manager of the Australasian Growth Fund based in Sydney.

We cover the latest updates on markets, including inflation, interest rate expectations, and the escalating tension in the Middle East.

With Mike Ross we talk about increased takeover activity in Australia and what is driving this. We also talk about one of our largest Australian holdings, MMA Offshore, which is in the process of being taken over. 

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