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...
In this episode of FM Radio, we take a look at the latest reporting season and chat with Elston Co-Founder and Portfolio Manager Bruce Williams as shares his take on the results. Which ASX100 companies met expectations and which ones failed to deliver? Bruce also looks at why some companies seem to have been punished by the market for their subdued forward forecasts. For anyone who wants to know more about how portfolio managers and analysts process the information that come...
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...
