Is a rate cut good news or is it a warning sign? In this episode of FM Radio, Elston Portfolio Manager Alastair MacLeod shared his insights on the rate-cutting cycle and what they mean for the economy and investors. We also explore the disconnect between markets and the real economy, the risks of high valuations, and how active managers are positioning portfolios to navigate the next phase Are we heading for a soft landing or just soft returns? Tune in to find out! The information...
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Is a rate cut good news or is it a warning sign? In this episode of FM Radio, Elston Portfolio Manager Alastair MacLeod shared his insights on the rate-cutting cycle and what they mean for the economy and investors. We also explore the disconnect between markets and the real economy, the risks of high valuations, and how active managers are positioning portfolios to navigate the next phase Are we heading for a soft landing or just soft returns? Tune in to find out! The information...
This week on FM Radio, we venture beyond the ASX 100 and into the dynamic world of Small Caps with Portfolio Managers Justin Woerner and Gary Merkel. Discover how Elston’s Emerging Leaders Portfolio identifies and selects the durable, long-term businesses among 400–500 companies in the small cap space. From market fundamentals to timeless industry lessons, this episode is packed with insights for anyone curious about growth opportunities off the beaten path. The information provided in ...
FM Radio
Is a rate cut good news or is it a warning sign? In this episode of FM Radio, Elston Portfolio Manager Alastair MacLeod shared his insights on the rate-cutting cycle and what they mean for the economy and investors. We also explore the disconnect between markets and the real economy, the risks of high valuations, and how active managers are positioning portfolios to navigate the next phase Are we heading for a soft landing or just soft returns? Tune in to find out! The information...
