Sam Dickie: Fisher Funds senior portfolio manager on the unwinding of Covid-19's impact on the business sector

The unwinding of Covid-19 is still having an impact on the business sector. Investors have noticed companies have benefitted from the impacts of lockdowns and spikes- and some of their growth is unwinding. Fisher Funds senior portfolio manager Sam Dickie says retailers that worked a spike in demand during lockdowns into their prices are feeling the 'sting in the tail'. "A good example of that is the dollar stores in the US- these are companies that benefitted more from these abnormal price rises and that's starting to unwind." LISTEN ABOVESee omnystudio.com/listener for privacy information.