With one rate cut already in the books and another expected from the RBA in May, the landscape for Australian equities is shifting fast.

Markets are now pricing in as many as three additional cuts over the next year, raising a critical question for investors: which ASX stocks stand to benefit - and which could struggle - as interest rates continue to fall?

In this episode, Centennial Asset Management's Matthew Kidman hosts Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management - two investors with deep insights into how monetary policy moves ripple through the ASX.

They reveal which companies they believe are poised to outperform in a falling rate environment, which ones are worth avoiding, and how they’re positioning their portfolios for what could be a very different 12 months ahead.

Please note this episode was filmed on 23 April 2025.