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Podcast: Buy Hold Sell, by Livewire Markets
Episode: Buy Hold Sell: 3 ASX winners (and 2 losers) ahead of the RBA's next cut
Description: With one rate cut already in the books and another expected from the RBA in May, the landscape for Australian equities is shifting fast.
Markets are now pricing in as many as three additional cuts over the next year, raising a critical question for investors: which ASX stocks stand to benefit - and which could struggle - as interest rates continue to fall?
In this episode, Centennial Asset Management's Matthew Kidman hosts Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management - two investors with deep insights into how monetary policy...