With the dust settled from reporting season, and dividends starting to flow, investors are sitting on a pile of cash waiting for their next opportunity. With the economy holding up, which small to mid caps look most interesting?

Perpetual Investments’ portfolio manager Nathan Hughes joins the podcast to share:

which sectors have surprised with their strength this year

the challenges in healthcare that have led to disappointment

what higher rates are doing to company cashflows, and

the stocks he’d love to hold, but had to pass on.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.