Finding the sustainable competitive advantage
from The Ideas Exchange Hosted by ASX
Economists are currently saying we have a return to sound money (i.e. real estate, gold, silver, and bonds), so the 60/40 portfolio is back (60% equities/40% bonds), re-iterating the importance and virtues of diversification. In this jam-packed episode Anthony Doyle, Head of Global Investment Strategy at Firetrail shares his thoughts on how they are managing company valuations, given that interest rates are expected to stay elevated for longer. He explains the value of high conviction investing and highlights the core investment principles Firetrail follow when choosing what companies to invest in. Plus, Anthony presents six company stories that Firetrail believe offer opportunities in the current global equity market.
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