Start positioning for rate cuts (and here’s 3 stocks to do that)
With rate hikes on everyone’s minds and wallets - today’s guests think we should already be positioning our portfolios for cuts.
They take us through 3 stocks you can use to do that.
Plus they each share the one stock they’d be avoiding when rates start cutting.
Stocks Mentioned:
JB Hi-Fi (ASX: JBH)
Goodman Group (ASX: GMG)
REA Group (ASX: REA)
Insurance Australia Group (ASX: IAG)
Computershare (ASX: CPU)
Chapters:
00:00 Rate Hikes and Future Cuts
01:46 Positioning for Rate Changes
03:15 JB Hi-Fi: A Cyclical Buy
05:41 Goodman Group: Data Center Growth
08:41 Goodman's Data Center Strategy…
The skinny
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