Episode description
As the Australian reporting season draws to a close, it's time to discuss portfolio positioning for 2023. In this episode, Felicity and Candice delve into the sectors we're favouring and those we're underweighting in the Australian market. We'll also explore the transition from stagflation to disinflation and offer some predictions and investment ideas for the upcoming year.
Everywhere you look, the Australian market is grappling with the buzzword "stagflation." For the uninitiated stagflation refers to a condition where there is persistent high inflation, coupled with high unemployment and a slowdown in economic growth in the economy.
With peaking rates & weaker growth, we have to ask: How much more does the consumer have left in the tank?
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Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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