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How to invest for an inevitable consumer slowdown
Manage episode 341982633 series 3332390
Вміст надано Forager Funds. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Forager Funds або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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.
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