AI disruption, real assets and opportunity in Australian equities

How do you invest when markets feel driven by noise, narratives and sudden shocks? In this episode, Emma Fisher, Deputy Head of Australian Equities at Airlie Funds Management and Joe Wright, Deputy Portfolio Manager, discuss how they navigate volatility by staying anchored to process, fundamentals and valuation. They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disruption fears may be creating opportunities in quality businesses. Emma and Joe also explore gold, commodities and portfolio positioning, discussing that while narratives can drive short-term moves, long-term returns are still shaped by earnings, balance sheets and disciplined stock selection.

You can listen to AI disruption, real assets and opportunity in Australian equities online on Radio and Podcast. Open the player on this page to stream the available audio.

AI disruption, real assets and opportunity in Australian equities is an episode from MAGELLAN - IN THE KNOW by Magellan Asset Management.

This episode is 37:23 long.

This episode was published on Mar 30, 2026.

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