Under pressure: pushing down on me, pushing down on you (Part II)

In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassJoin the waitlist for our conference: https://go.morningstar.com.au/miic Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Join our Facebook Group here:https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.