As expectations shift from rate cuts to possible hikes, many investors are rethinking portfolio positioning. Tim Carleton, Chief Investment Officer at Auscap Asset Management, talks to Sean Aylmer about how investors should think about a turning rate cycle, why sentiment often overshoots reality, and where he’s finding value in healthcare and property despite rising rates.This is general information only. Seek advice tailored to your circumstances before making investment decisions.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Ver todos los episodios