In November the RBA announced another rate rise of 25 basis points to 4.35%. Consumer spending continues to be affected as people feel the cost of living pressures combined with sticky inflation and low wages growth.
This month Jacinta is joined by Will Curtayne, Portfolio Manager at Milford, to discuss how to find value in companies when the economy is facing persistent inflation and continued interest rate rises. This is a jam-packed episode full of insights about sectors such as materials, tech and banks, the role of cash, stories from the earning season and opportunities Milford are considering as part of their investment strategy. Plus Will explains Milford's investment approach to assess company value.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

In November the RBA announced another rate rise of 25 basis points to 4.35%. Consumer spending continues to be affected as people feel the cost of living pressures combined with sticky inflation and low wages growth. This month Jacinta is joined by Will Curtayne, Portfolio Manager at Milford, to discuss how to find value in companies when the economy is facing persistent inflation and continued interest rate rises. This is a jam-packed episode full of insights about sectors such as materials, tech and banks, the role of cash, stories from the earning season and opportunities Milford are considering as part of their investment strategy. Plus Will explains Milford's investment approach to assess company value. See omnystudio.com/listener for privacy information.

In November the RBA announced another rate rise of 25 basis points to 4.35%. Consumer spending continues to be affected as people feel the cost of living pressures combined with sticky inflation and low wages growth.
This month Jacinta is joined by Will Curtayne, Portfolio Manager at Milford, to discuss how to find value in companies when the economy is facing persistent inflation and continued interest rate rises. This is a jam-packed episode full of insights about sectors such as materials, tech and banks, the role of cash, stories from the earning season and opportunities Milford are considering as part of their investment strategy. Plus Will explains Milford's investment approach to assess company value.See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

A measured approach to finding value in Australian equities

Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions. ASX grants a non-exclusive licence to download the content for private and non-commercial use only. You may not use the content for any other purpose including without limitation distribution to a third party or implying a connection between you (or any third party) and ASX, its officers, employees or contractors. The views, opinions or recommendations of the author or speaker in the content are solely those of the author or speaker and do not in any way reflect the views, opinions, recommendations of ASX. The content is provided for educational purposes only and is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions. ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information. © Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts

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Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions. ASX grants a non-exclusive licence to download the content for private and non-commercial use only. You may not use the content for any other purpose including without limitation distribution to a third party or implying a connection between you (or any third party) and ASX, its officers, employees or contractors. The views, opinions or recommendations of the author or speaker in the content are solely those of the author or speaker and do not in any way reflect the views, opinions, recommendations of ASX. The content is provided for educational purposes only and is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions. ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information. © Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts

Want a fresh view of investing opportunities and strategies? Tune into The Ideas Exchange to hear from ASX insiders and industry experts. ASX Limited ABN 98 008 624 691 and its related bodies corporate ("ASX") makes content available for podcast (“content”) and the content may be downloaded on these conditions.&nbsp;ASX grants a non-exclusive licence to download the content for private and non-commercial use only. You may not use the content for any other purpose including without limitation distribution to a third party or implying a connection between you (or any third party) and ASX, its officers, employees or contractors. The views, opinions or recommendations of the author or speaker in the content are solely those of the author or speaker and do not in any way reflect the views, opinions, recommendations of ASX. The content is provided for educational purposes only and is not intended to include or constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any investment decisions.&nbsp;ASX does not give any representation or warranty with respect to the accuracy, reliability, completeness or currency of the content. To the extent permitted by law, ASX and its employees, officers and contractors are not liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information.&nbsp;© Copyright 2019 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2019 Producer: Piccolo Podcasts

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