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Investing in a higher for longer world: tech, commodities, or both?
In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay.
They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario.
Key times:
- The US economy has been incredibly resilient - can it keep powering ahead? 1:00
Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.
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By Antipodes Partners
5
11 ratings
In this episode Alison Savas is joined by Antipodes Portfolio Manager, Graham Hay.
They discuss two key stock market sectors – tech and commodities – as the market starts to tilt towards the higher for longer interest rate scenario.
Key times:
- The US economy has been incredibly resilient - can it keep powering ahead? 1:00
Stock commentary in this episode is illustrative only and should not be considered as recommendations to buy, hold, or sell any security.
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