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Podcast: Fine Answers
Episode: Market Update September 2024 – Sam Crompton, Shaw and Partners
Description: September 2024 Market Update featuring Sam Crompton, Jay Burke, and Ben Kemp: Market Themes: - Interest rate cycle and its impact on valuations, currencies, and sector rotation - Potential for a "soft landing" vs "hard landing" as central banks navigate inflation - Importance of the upcoming US election and its implications for energy policy - Strength of the Australian economy driven by factors like immigration and the mining sector - Need for smoother government approvals to enable mining projects required for net-zero goals Stocks and Sectors: - Hedging international equity...