))
How to invest for an inevitable consumer slowdown
Manage episode 341982633 series 3332390
Inhoud geleverd door Forager Funds. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Forager Funds of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
In this episode of Stocks Neat, Steve is joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares Fund, to discuss the potential decline of consumer spending as mortgage payments and non-discretionary price rises begin to bite, and how the consequences of this might affect some businesses more than others. They also consider common themes companies have been experiencing in the reporting season just past, as well as the effect of the current environment on a few stocks held in the portfolio.
This is all discussed whilst sampling a Clare Valley “Forager” Shiraz. Tune in to find out more.
We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to
follow and subscribe - we're doing this every month.
You can also find us on:
Twitter - @ForagerFunds
Facebook - Forager Funds Management
LinkedIn - Forager Funds Management
Instagram - Forager_Funds
For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.
33 afleveringen
Delen
