))
How to invest for an inevitable consumer slowdown
Manage episode 341982633 series 3332390
Kandungan disediakan oleh Forager Funds. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Forager Funds atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.
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.
32 episod
Kongsi
