As reporting season ends and dividend payments begin, investors find themselves poised with a surplus of capital – eagerly anticipating their next move.
So, where to from here?
That’s something Perpetual’s Nathan Hughes discussed on nabtrade’s Your Wealth podcast. According to Nathan, in the face of a resilient economy, the spotlight has turned to small and mid-cap opportunities which hold promise.
In this podcast, he joins Gemma Dale to discuss:
- standout sectors defying expectations with their resilience
- disappointing healthcare challenges, resulting in unexpected setbacks
- the impact of higher interest rates on company cash flows
- stocks that, despite their appeal, did not make the final cut.