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March continued to put markets into flux with news of SVB collapsing and Credit Suisse being taken over. There was some reprieve locally at the start of April with rates going on hold - so can this be a sign financial contagion fears have entered the system?
This month Paul breaks down contagion risks to Australian banks, his view on April’s rate announcement and where he’s finding bright spots in financials.
This episode was recorded 11 April 2023. Read our full disclaimer.
Find out more about the Fidelity Australian Equities Fund
Get the latest insights from Fidelity
See omnystudio.com/listener for privacy information.
March continued to put markets into flux with news of SVB collapsing and Credit Suisse being taken over. There was some reprieve locally at the start of April with rates going on hold - so can this be a sign financial contagion fears have entered the system?
This month Paul breaks down contagion risks to Australian banks, his view on April’s rate announcement and where he’s finding bright spots in financials.
This episode was recorded 11 April 2023. Read our full disclaimer.
Find out more about the Fidelity Australian Equities Fund
Get the latest insights from Fidelity
See omnystudio.com/listener for privacy information.