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...
Episode 4: Why My Mum Might Help Pop the CBA Bubble
FM Radio
19 minutes
3 months ago
Episode 4: Why My Mum Might Help Pop the CBA Bubble
Can retail investors influence the fate of Australia’s biggest bank? In this episode, Elston Portfolio Manager Alastair Macleod explores the elevated valuation of Commonwealth Bank (CBA) and why it may be vulnerable to a shift in sentiment, especially from everyday investors like his mum. Al unpacks the forces driving CBA’s share price and what could trigger a correction. Tune in for a candid look at valuation risk, investor psychology, and what it means for portfolio positioning. The informa...
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...
