Market Update September 2024 – Sam Crompton, Shaw and Partners

Fine Answers · Sep 30, 2024 · 1m

September 2024 Market Update featuring Sam Crompton, Jay Burke, and Ben Kemp:

Market Themes:

- Interest rate cycle and its impact on valuations, currencies, and sector rotation

- Potential for a "soft landing" vs "hard landing" as central banks navigate inflation

- Importance of the upcoming US election and its implications for energy policy

- Strength of the Australian economy driven by factors like immigration and the mining sector

- Need for smoother government approvals to enable mining projects required for net-zero goals

Stocks and Sectors:

- Hedging international equity exposure to…