17.09.26 with Fergus Humble, Morgans
The US Fed has lifted interest rates by 25 basis points as expected, with more rate hikes to come. This decision is expected to impact tech stocks, REITs, and the US market, with potential consequences for the Australian equity market. Fergus Humble from Morgans provides insights on market moves and the Fed decision, as well as recommendations for positioning in response to the rate hikes.
Chapters
00:00 US Fed Interest Rate Hike
02:54 Market Impact and Tech Stocks
06:16 Australian Equity Market and Positioning
09:03 Defensive Positioning and Healthcare Sector
11:25 Market Seasonality and…
The skinny
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