In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that both fund managers have some clear views on the winners and losers should rates head higher.
- Recent economic data is pointing to a rosier picture for the Australian Economy
- Two of Australia’s largest institutions have changes their interest rate forecasts
- Bond markets are also pricing in higher interest rates
- Time to think about how your holdings might be impacted by higher rates
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