Show Notes
In November the RBA announced another rate rise of 25 basis points to 4.35%. Consumer spending continues to be affected as people feel the cost of living pressures combined with sticky inflation and low wages growth.
This month Jacinta is joined by Will Curtayne, Portfolio Manager at Milford, to discuss how to find value in companies when the economy is facing persistent inflation and continued interest rate rises. This is a jam-packed episode full of insights about sectors such as materials, tech and banks, the role of cash, stories from the earning season and opportunities Milford are considering as part of their investment strategy. Plus Will explains Milford's investment approach to assess company value. See omnystudio.com/listener for privacy information.
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