Last Friday November 15, I had the great pleasure of being the special guest convener of a panel discussion at Euroz Hartleys annual ‘Bringing the West to the East’ lunch held at the MCA, The Rocks, Sydney.

On the heels of a stronger than expected US June quarter results season, companies listed on the ASX posted results ahead of, or at least in line with, market expectations.

Encouraging to read of the growing confidence around the 2025 earnings outlook for the S&P500. Goldman Sachs believe 2025 eps growth will be ~11%, following on from ~8% in 2024.