Banks, healthcare and the outlook for the ASX

Your Wealth

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2+ y ago 24:23

MP3•Beranda episode

Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid?

Blackmore Capital Chief Investment Officer Marcus Bogdan shares his thoughts on:

Which stocks are really defensive when airports and toll roads are vulnerable
Why bank credit quality matters in a low rate environment
Where we find ourselves in the earnings cycle, and
The high yielding stocks worth another look.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

194 episode

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