How to invest for an inevitable consumer slowdown

23/09/2022 34 min Temporada 1 Episodio 10
How to invest for an inevitable consumer slowdown

Listen "How to invest for an inevitable consumer slowdown"

Episode Synopsis

In this episode of Stocks Neat, Steve is joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares Fund, to discuss the potential decline of consumer spending as mortgage payments and non-discretionary price rises begin to bite, and how the consequences of this might affect some businesses more than others. They also consider common themes companies have been experiencing in the reporting season just past, as well as the effect of the current environment on a few stocks held in the portfolio.This is all discussed whilst sampling a Clare Valley “Forager” Shiraz. Tune in to find out more.We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure tofollow and subscribe - we're doing this every month.You can also find us on:Twitter - @ForagerFundsFacebook - Forager Funds ManagementLinkedIn - Forager Funds ManagementInstagram - Forager_FundsFor regular videos, investment insights, and fund updates, visit www.foragerfunds.com.