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Why the goldilocks economy is great for small caps and the problem with Australian housing policy
Manage episode 373255299 series 3332390
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In episode 20 of Stocks Neat, Co-Portfolio Manager Gareth Brown and CIO Steve Johnson sit down to explore the global economic outlook, its goldilocks nature, and its implications for investing.
Switching from their usual whiskey, Steve and Gareth opt for a coffee as the conversation kicks off with a reflection on the past year's positive investment returns, despite being a year marked by market scepticism and uncertainty. They explore the highlights and lowlights and reiterate an ongoing focus on smaller cap companies, given the potential for these to pay off in a relative sense over the next five years.
Steve and Gareth follow on with a deep dive into the enigmatic world of housing markets, interest rates, and their far-reaching economic impacts. They discuss the surprising resilience of house prices amid rising interest rates, exploring various factors influencing this phenomenon. They share their perspectives on the economic recovery and its potential impact on different industries and stocks.
We want to extend our apologies for the slight delay in recording July's episode, which is attributed to a bustling end to the financial year and the Forager Roadshow. Watch it here in case you missed it.
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