2025 Equities Update Part 2

During the most volatile reporting season in the history of the ASX, Australia’s share market reached an all-time high, with the S&P/ASX 200 index briefly breaking through 9,000 points. US markets have been equally buoyant, reaching all-time highs through August and September, whilst gold has also reached an all-time high. With signs of softer economic activity, both the RBA and Federal Reserve have cut interest rates. Trump’s tariffs have begun to be implemented, impacting exporters to the US.

How do we make sense of what is going on in equity markets? Where are the opportunities? What is the outlook for the ASX?

Philip Pepe, Senior Equities Analyst at Shaw and Partners and David Lane, Senior Private Wealth Adviser & State Manager QLD at Ord Minnett will provide an in-depth analysis of these and other questions.

Registration open until Tuesday 21 October. Registration requests submitted beyond this date will be processed on a case-by-case basis. Please contact [email protected] if you wish to register past this date.

emerging trends

economy

Speakers

David Lane

QLD State Manager & Senior Private Wealth Adviser, Ord Minnett

David Lane is an experienced financial services leader, having held management and advisory positions for a range of firms, from global investment banks to boutique wealth managers. He is currently Queensland State Manager and Senior Private Wealth Adviser for Ord Minnett.

He is a member of FINSIA’s Financial Advice & Services Advisory Council and QIMR Berghofer Medical Research Institute’s investment committee.

David was recognised in the 2020 and 2021 editions of Barron’s Top 100 Australian Financial Advisers and has received recognition at the IFA Awards. His expert insights are often sought by media, and he regularly appears on Ausbiz and LiveWire.

David holds a Master of Applied Finance, Graduate Diploma of Financial Planning, Graduate Diploma of Applied Finance and a Bachelor of Business (Accountancy). He is a Fellow of FINSIA, CPA and a member of AICD.

Philip Pepe

Senior Analyst, Shaw and Partners Limited

Philip has worked in the investment industry for over 25 years in roles that included Investment Consulting, Investment Research and Portfolio Management. He has also lectured for various educational bodies including the Financial Services Institute of Australasia and the Institute of Actuaries of Australia.

Phil’s qualifications include a Bachelor of Commerce (Honours); Graduate Diploma in Applied Finance and Investment; Chartered Financial Analyst; and Fellow of the Institute of Actuaries of Australia. Phil joined Shaw in November 2021 and covers general industrial stocks.

Webinar

2025 Equities Update Part 2

David Lane

Philip Pepe